How big is BRAD Surman's plan?

BRAD Surman's plan reported $148K in assets and 2 participants for 2024.

Original filing (PDF)20250912142150NAL0000823731001

BRAD Surman

Name: BRAD Surman — Competitive Contractors Inc. 401(k), Form 5500 (2024)
Creator: BRAD Surman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Competitive Contractors Inc. 401(k) Plan

401(k) retirement plan · BRAD Surman's Competitive Contractors Inc. 401(k) Plan held $148K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

Plan identifiers

BRAD Surman's EIN is 34-1958691.

EIN 34-1958691

Plan number 001

Plan year 2024

ACK ID 20250912142150NAL0000823731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BRAD Surman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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