Original filing (PDF)20230427220205NAL0025790002001

SUREPATH CAPITAL CORP

Name: SUREPATH CAPITAL CORP — SUREPATH CAPITAL CORP 401(K) PLAN, Form 5500 (2022)
Creator: SUREPATH CAPITAL CORP

Form 5500-SF

FILING_RECEIVED

SUREPATH CAPITAL CORP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUREPATH CAPITAL CORP.

Plan sponsor

Name

SUREPATH CAPITAL CORP

EIN

30-0989379

Address

535 MISSION ST, 14TH FLOOR · SAN FRANCISCO, CA · 94105

Phone

(416) 843-6004

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-07

Filed

2023-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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