How big is Surdez & Perez PC's plan?

Surdez & Perez PC's plan reported $645K in assets and 8 participants for 2025.

Original filing (PDF)20260508133936NAL0003171859001

Surdez & Perez PC

Name: Surdez & Perez PC — Surdez & Perez PC 401(k) Profit, Form 5500 (2025)
Creator: Surdez & Perez PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surdez & Perez PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Surdez & Perez PC's Surdez & Perez PC 401(k) Profit Sharing Plan & Trust held $645K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

People on this filing

Silvia Surdez signed Surdez & Perez PC's 2025 Form 5500 as plan administrator.

Silvia Surdez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surdez & Perez PC's EIN is 02-0648089.

EIN 02-0648089

Plan number 001

Plan year 2025

ACK ID 20260508133936NAL0003171859001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surdez & Perez PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surdez & Perez PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURDEZ & PEREZ PC.

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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

Knocking points off