How big is Surge Institute's plan?

Surge Institute's plan reported $1.9M in assets and 26 participants for 2025.

Original filing (PDF)20260406220057NAL0004589283077

Surge Institute

Name: Surge Institute — The Surge Institute 401(k) Plan, Form 5500 (2025)
Creator: Surge Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Surge Institute 401(k) Plan

401(k) retirement plan · Surge Institute's The Surge Institute 401(k) Plan held $1.9M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Surge Institute's EIN is 47-1995566.

EIN 47-1995566

Plan number 001

Plan year 2025

ACK ID 20260406220057NAL0004589283077

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surge Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surge Institute's 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 SURGE INSTITUTE.

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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