Original filing (PDF)20250718103040NAL0001588961001

Surety Placement Service LLC

Name: Surety Placement Service LLC — Surety Placement, Form 5500 (2024)
Creator: Surety Placement Service LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surety Placement Service LLC 401(k) Plan

401(k) retirement plan · Surety Placement Service LLC's Surety Placement Service LLC 401(k) Plan held $796K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$796K

Net assets (EOY)

$796K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURETY PLACEMENT SERVICE LLC.

Plan sponsor

Name

SURETY PLACEMENT SERVICE LLC

EIN

30-0077331all filings

Address

8283 N. HAYDEN RD. · SUITE 240 · SCOTTSDALE, AZ · 85258

Phone

(480) 419-2456

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