Original filing (PDF)20250422185254NAL0004738593001

SURFACE WAREHOUSE LP

Name: SURFACE WAREHOUSE LP — SURFACE WAREHOUSE LP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SURFACE WAREHOUSE LP

Form 5500-SF

FILING_RECEIVED

SURFACE WAREHOUSE LP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURFACE WAREHOUSE LP.

Plan sponsor

Name

SURFACE WAREHOUSE LP

EIN

76-0828604

Address

4601 SPICEWOOD SPRINGS RD STE 1-100 · AUSTIN, TX · 787597848

Phone

(866) 433-2229

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

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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