How big is Surrogate Steps' plan?

Surrogate Steps' plan reported $4K in assets and 5 participants for 2024.

Original filing (PDF)20250718150141NAL0001010947001

Surrogate Steps

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

Form 5500-SF

FILING_RECEIVED

Surrogate Steps 401(k) Plan

401(k) retirement plan · Surrogate Steps' Surrogate Steps 401(k) Plan held $4K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Marcus Bowie signed Surrogate Steps' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Surrogate Steps' EIN is 46-3306380.

EIN 46-3306380

Plan number 001

Plan year 2024

ACK ID 20250718150141NAL0001010947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surrogate Steps' 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 SURROGATE STEPS.

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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

Helping the score