Surgical Information Systems, Llc 401(k) Plan: Login, Facts & Contact Information

Surgical Information Systems, Llc 401(k) Plan Facts

Plan name
SURGICAL INFORMATION SYSTEMS, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SURGICAL INFORMATION SYSTEMS, LLC
Participants
432 (358 active employees)
Former employees with a balance
81
Plan assets
$36,114,714 at Dec 31, 2024
Average account balance
$86,606 across 417 accounts
Employer contributions
$720,932 in plan year 2024 (20% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 2006
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.54 million went into the plan in contributions, $720,932 of it from the employer (20%).
  • $2.58 million was paid out to participants.
  • Investment and other income added $4.38 million.
  • Administrative expenses were $54,581, about $131 per account.

How the Surgical Information Systems, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019375$20.7 million$625,454$1.90 million
2020395$24.8 million$218,467$1.84 million
2021395$28.9 million$387,201$2.59 million
2022415$24.8 million$649,455$1.71 million
2023416$30.8 million$639,803$1.98 million
2024432$36.1 million$720,932$2.58 million

Surgical Information Systems, Llc 401(k) Contact Information

Phone
678-507-1758
Mailing address
8000 AVALON BOULEVARD, SUITE 350, ALPHARETTA GA 30009
Plan sponsor
SURGICAL INFORMATION SYSTEMS, LLC
Employer identification number (EIN)
58-2535467
Plan number
001

Questions about the Surgical Information Systems, Llc 401(k)

Does Surgical Information Systems, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $720,932, 20% of all contributions.

Does the Surgical Information Systems, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Surgical Information Systems, Llc 401(k) plan?

432 participants at the start of plan year 2024, 358 of them active employees, and 81 former employees who still had money in the plan.

What is the average 401(k) balance at Surgical Information Systems, Llc?

About $86,606 per account: $36.1 million in plan assets across 417 accounts with a balance at the end of plan year 2024.

Who manages the Surgical Information Systems, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Surgical Information Systems, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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