Lauren Weeks signed SURF Style Retail's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SURF Style Retail's EIN is 20-0495143.
Download the official 2024 Form 5500 (PDF) for SURF Style Retail from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SURF Style Retail's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $596K | 19.1% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $484K | 15.5% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $390K | 12.5% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $381K | 12.2% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $349K | 11.2% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $242K | 7.7% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $194K | 6.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $100K | 3.2% | |
| AB HIGH INCOME Z 683 REGISTERED INVESTMENT COMPANY JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $66K | 2.1% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $64K | 2.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $59K | 1.9% | |
| MFS VALUE R6 421 REGISTERED INVESTMENT COMPANY MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $42K | 1.3% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $35K | 1.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $8K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K 158 REGISTERED INVESTMENT COMPANY JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K 14 REGISTERED INVESTMENT COMPANY MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| JPM CORE BOND R6 641 REGISTERED INVESTMENT COMPANY CONGRESS MID CAP GR FD INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| GUGGENHEIM TOTAL RETURN BD R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $13K |
| — |
