Original filing (PDF)20230106220016NAL0007487889026

TRAVELER SURF CLUB, LLC

Name: TRAVELER SURF CLUB, LLC — TRAVELER SURF CLUB 401(K) PLAN, Form 5500 (2022)
Creator: TRAVELER SURF CLUB, LLC

Form 5500-SF

FILING_RECEIVED

TRAVELER SURF CLUB 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 TRAVELER SURF CLUB, LLC.

Plan sponsor

Name

TRAVELER SURF CLUB, LLC

EIN

81-1147277

Address

5450 COAST HWY · PACIFICA, CA · 94044

Phone

(650) 735-9192

Industry

Manufacturingsee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

AUSTIN, TX

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-16

Filed

2023-01-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

ALLSTATE PSP, LLC DBA ALLSTATE PAVI

ALLSTATE PAVING 401(K) PROFIT SHARING PLAN

HUETONE IMPRINTS INC

HUETONE IMPRINTS INC 401K PLAN

TOUGH SHIRTS, INC.

TOUGH SHIRTS INC 401K PLAN

ESPRESSA USA, INC.

ESPRESSA USA, INC. DEFINED BENEFIT PENSION PLAN

TITLEBAUM SALES INC

TITLEBAUM SALES INC 401(K) PROFIT SHARING PLAN & TRUST