How big is Surrey Homes LLC's plan?

Surrey Homes LLC's plan reported $132K in assets and 2 participants for 2025.

Original filing (PDF)20260505193145NAL0001260897001

Surrey Homes LLC

Name: Surrey Homes LLC — Surrey Homes LLC 401(k) Profit, Form 5500 (2025)
Creator: Surrey Homes LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surrey Homes LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Surrey Homes LLC's Surrey Homes LLC 401(k) Profit Sharing Plan & Trust held $132K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Erika MAI Barlow signed Surrey Homes LLC's 2025 Form 5500 as plan administrator.

Erika MAI Barlow — 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

Surrey Homes LLC's EIN is 26-2600878.

EIN 26-2600878

Plan number 001

Plan year 2025

ACK ID 20260505193145NAL0001260897001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surrey Homes LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surrey Homes LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURREY HOMES 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 (99th percentile).

Plan sponsor

Name

SURREY HOMES LLC

EIN

all filings

Address

200 E NEW ENGLAND AVE STE 110 · WINTER PARK, FL · 327894341

Phone

(407) 770-1330

Industry

Construction

Plan administrator