How big is Surell Accessories, Inc.'s plan?

Surell Accessories, Inc.'s plan reported $481K in assets and 5 participants for 2024.

Original filing (PDF)20250605071614NAL0019955904001

Surell Accessories, Inc.

Name: Surell Accessories, Inc. — Surell Retirement Plan, Form 5500 (2024)
Creator: Surell Accessories, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surell Retirement Plan

401(k) retirement plan · Surell Accessories, Inc.'s Surell Retirement Plan held $481K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$481K

Net assets (EOY)

$481K

Plan identifiers

Surell Accessories, Inc.'s EIN is 02-0353515.

EIN 02-0353515

Plan number 001

Plan year 2024

ACK ID 20250605071614NAL0019955904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surell Accessories, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surell Accessories, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SURELL ACCESSORIES, INC.

EIN

all filings

Address

198 NORTH MAIN STREET · PO BOX 599 · TROY, NH · 034650599

Phone

(603) 242-7784

Industry

Manufacturing

Plan administrator