How big is SURF 9 LLC's plan?

SURF 9 LLC's plan reported $1.4M in assets and 38 participants for 2024.

Original filing (PDF)20251015161136NAL0010232626001

SURF 9 LLC

Name: SURF 9 LLC — SURF 9 401(k) Plan, Form 5500 (2024)
Creator: SURF 9 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SURF 9 401(k) Plan

401(k) retirement plan · SURF 9 LLC's SURF 9 401(k) Plan held $1.4M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

SURF 9 LLC's EIN is 20-5509772.

EIN 20-5509772

Plan number 001

Plan year 2024

ACK ID 20251015161136NAL0010232626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SURF 9 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SURF 9 LLC's plan includes profit-sharing, 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 SURF 9 LLC.

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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 (98th percentile).

Plan sponsor

Name

SURF 9 LLC

EIN

all filings

Address

24850 OLD 41 RD, #10 · BONITA SPRINGS, FL · 34135

Phone

(239) 590-6183

Industry

Wholesale Trade

Plan administrator