How big is SURF PREP, Inc.'s plan?

SURF PREP, Inc.'s plan reported $820K in assets and 22 participants for 2024.

Original filing (PDF)20260104142845NAL0005855264001

SURF PREP, Inc.

Name: SURF PREP, Inc. — SURF PREP, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SURF PREP, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SURF PREP, Inc. 401(k) Plan

401(k) retirement plan · SURF PREP, Inc.'s SURF PREP, Inc. 401(k) Plan held $820K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

People on this filing

Heather Marotta signed SURF PREP, Inc.'s 2024 Form 5500 as plan administrator.

Heather Marotta — 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

SURF PREP, Inc.'s EIN is 39-1531060.

EIN 39-1531060

Plan number 001

Plan year 2024

ACK ID 20260104142845NAL0005855264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SURF PREP, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SURF PREP, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURF PREP, INC..

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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

Knocking points off