· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SILVER SURFER TRANSPORTATION COMPANY, LLC — PENSION DOG 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722143431NAL0007300386002
SILVER SURFER TRANSPORTATION COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
PENSION DOG 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
44
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SILVER SURFER TRANSPORTATION COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
SILVER SURFER TRANSPORTATION COMPANY, LLC
EIN
20-4874976
Address
2549 SYCAMORE CANYON RD. · SANTA BARBARA, CA · 93108
Phone
(631) 848-5379
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
MAWSON & MAWSON INC.
MAWSON & MAWSON, INC. PROFIT SHARING PLAN
$3.5M
MCFARLAND TRUCK LINES, INC.
MCFARLAND TRUCK LINES, INC. 401(K) PLAN
$3.5M · 158 participants
SHERMAN BROS. INC.
SHERMAN BROS. 401(K) PLAN
$3.5M · 71 participants
KRC, INC.
KRC, INC. RETIREMENT PLAN
$3.5M · 38 participants
GENERAL LOGISTICS, INC.
GENERAL LOGISTICS, INC. 401(K) PLAN
$3.4M · 72 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PAUL TRANSPORTATION, INC.
PAUL TRANSPORTATION, INC. 401(K) PLAN
$3.5M · 337 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
