Walter L Hubbard Jr. signed Surterra Holdings, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surterra Holdings, Inc.'s EIN is 61-1897289.
Download the official 2023 Form 5500 (PDF) for Surterra Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Surterra Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES | 23-3038464 | — | CONTRACT ADMINISTRATOR | $138K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.1M | 98.0% |
