How big is Surety First Insurance Services, Inc.'s plan?

Surety First Insurance Services, Inc.'s plan reported $491K in assets and 4 participants for 2024.

Original filing (PDF)20250806164337NAL0001788979001

Surety First Insurance Services, Inc.

Name: Surety First Insurance Services, Inc. — Surety First, Form 5500 (2024)
Creator: Surety First Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surety First Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · Surety First Insurance Services, Inc.'s Surety First Insurance Services, Inc. 401(k) Plan held $491K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

Plan identifiers

Surety First Insurance Services, Inc.'s EIN is 47-4521646.

EIN 47-4521646

Plan number 001

Plan year 2024

ACK ID 20250806164337NAL0001788979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surety First Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surety First Insurance Services, Inc.'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 SURETY FIRST INSURANCE SERVICES, 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

Helping the score