How big is Surus Trust Company LLC's plan?

Surus Trust Company LLC's plan reported $17K in assets and 2 participants for 2025.

Original filing (PDF)20260505220436NAL0001449345013

Surus Trust Company LLC

Name: Surus Trust Company LLC — Surus Trust Company 401(k), Form 5500 (2025)
Creator: Surus Trust Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surus Trust Company 401(k) Plan

401(k) retirement plan · Surus Trust Company LLC's Surus Trust Company 401(k) Plan held $17K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Elantha Barry signed Surus Trust Company LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Surus Trust Company LLC's EIN is 33-1427692.

EIN 33-1427692

Plan number 001

Plan year 2025

ACK ID 20260505220436NAL0001449345013

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Surus Trust Company 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 SURUS TRUST COMPANY LLC.

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Plan health score

Above-average plan

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

Knocking points off