How big is SURE Equity LLC's plan?

SURE Equity LLC's plan reported $344K in assets and 9 participants for 2024.

Original filing (PDF)20250917150657NAL0000476737001

SURE Equity LLC

Name: SURE Equity LLC — 401(k) Benefit Plan, Form 5500 (2024)
Creator: SURE Equity LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Benefit Plan

401(k) retirement plan · SURE Equity LLC's 401(k) Benefit Plan held $344K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

Plan identifiers

SURE Equity LLC's EIN is 82-1407741.

EIN 82-1407741

Plan number 001

Plan year 2024

ACK ID 20250917150657NAL0000476737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SURE Equity 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 SURE EQUITY 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.

Plan sponsor

Name

SURE EQUITY LLC

EIN

all filings

Address

151 NORTH NOB HILL ROAD · SUITE 290 · PLANTATION, FL · 33324

Phone

(954) 256-3656

Industry

Real Estate

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

2025-09-17

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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