How big is Surterre Properties' plan?

Surterre Properties' plan reported $2.7M in assets and 22 participants for 2024.

Original filing (PDF)20250701181446NAL0031161970001

Surterre Properties

Name: Surterre Properties — Surterre Properties 401(k) &, Form 5500 (2024)
Creator: Surterre Properties
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surterre Properties 401(k) & Profit Sharing Plan

401(k) retirement plan · Surterre Properties' Surterre Properties 401(k) & Profit Sharing Plan held $2.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Nick Rice signed Surterre Properties' 2024 Form 5500 as plan administrator.

Nick Rice — 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

Surterre Properties' EIN is 42-1707736.

EIN 42-1707736

Plan number 001

Plan year 2024

ACK ID 20250701181446NAL0031161970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surterre Properties' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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