How big is Surge Technology Group, LLC's plan?

Surge Technology Group, LLC's plan reported $1.9M in assets and 18 participants for 2024.

Original filing (PDF)20250625154124NAL0011768688001

Surge Technology Group, LLC

Name: Surge Technology Group, LLC — Surge Technology, Form 5500 (2024)
Creator: Surge Technology Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surge Technology Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Surge Technology Group, LLC's Surge Technology Group, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Surge Technology Group, LLC's EIN is 27-1185874.

EIN 27-1185874

Plan number 001

Plan year 2024

ACK ID 20250625154124NAL0011768688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surge Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surge Technology Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SURGE TECHNOLOGY GROUP, 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