How big is Surris West LLC's plan?

Surris West LLC's plan reported $241K in assets and 2 participants for 2024.

Original filing (PDF)20250531070423NAL0016173072001

Surris West LLC

Name: Surris West LLC — Surris West, LLC, Form 5500 (2024)
Creator: Surris West LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surris West, LLC

401(k) retirement plan · Surris West LLC's Surris West, LLC held $241K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Clementina Gonzalez signed Surris West LLC's 2024 Form 5500 as plan administrator.

Clementina Gonzalez — 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

Surris West LLC's EIN is 76-0597040.

EIN 76-0597040

Plan number 001

Plan year 2024

ACK ID 20250531070423NAL0016173072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surris West LLC'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 SURRIS WEST LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

SURRIS WEST LLC

EIN

all filings

Address

2931 NEEM TREE LANE · KATY, TX · 77493

Phone

(281) 330-3401

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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