Original filing (PDF)20250415220953NAL0004114593078

SURG.IO LLC

Name: SURG.IO LLC — SURG.IO 401(K) PLAN, Form 5500 (2024)
Creator: SURG.IO LLC

Form 5500-SF

FILING_RECEIVED

SURG.IO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURG.IO LLC.

Plan sponsor

Name

SURG.IO LLC

EIN

47-5106890

Address

7327 E. TIERRA BUENA LANE · SCOTTSDALE, AZ · 85260

Phone

(615) 336-9554

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Custom Computer Programming plans

LOTTERY NOW

LOTTERY NOW INC. 401(K) PLAN

$629K · 9 participants

DEV SHOP LLC

DEV SHOP 401K

$628K · 12 participants

5X5 TECHNOLOGIES, INC.

5X5 TECHNOLOGIES, INC. 401(K) PLAN

$628K · 34 participants

SQUID GAMES, INC.

SQUID GAMES, INC 401(K) PLAN

$628K · 12 participants

BEANSTALK WEB SOLUTIONS

BEANSTALK WEB SOLUTIONS 401(K) PROFIT SHARING PLAN

$629K · 13 participants