How big is LEAD Surge, LLC's plan?

LEAD Surge, LLC's plan reported $3.7M in assets and 30 participants for 2024.

Original filing (PDF)20250605153059NAL0032714386001

LEAD Surge, LLC

Name: LEAD Surge, LLC — LEAD Surge, LLC 401(k) Plan, Form 5500 (2024)
Creator: LEAD Surge, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEAD Surge, LLC 401(k) Plan

401(k) retirement plan · LEAD Surge, LLC's LEAD Surge, LLC 401(k) Plan held $3.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

LEAD Surge, LLC's EIN is 45-3855586.

EIN 45-3855586

Plan number 001

Plan year 2024

ACK ID 20250605153059NAL0032714386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEAD Surge, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEAD Surge, LLC's 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 LEAD SURGE, LLC.

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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