Surevest Insurance Group, LLC

Juan Grullon-Fondeur signed Surevest Insurance Group, LLC's 2025 Form 5500 as plan administrator.

• Juan Grullon-Fondeur — Plan Administrator — Form 5500 signer

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

Surevest Insurance Group, LLC's EIN is 20-1651632.

Download the official 2025 Form 5500 (PDF) for Surevest Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.

Surevest Insurance Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).