· 2022–2024 · DOL EFAST2

Surge BUSY BEE Holdings, LLC — Surge BUSY BEE, Form 5500 (2024)

Original filing (PDF)20250711114057NAL0017053090001

Surge BUSY BEE Holdings, LLC

Form 5500-SF

FILING_RECEIVED

Surge BUSY BEE Holdings 401(k)

401(k) retirement plan · Surge BUSY BEE Holdings, LLC's Surge BUSY BEE Holdings 401(k) held $649K in plan assets for 84 participants in 2024.

Active participants

84

Accounts w/ balance

82

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURGE BUSY BEE HOLDINGS, LLC.

Plan sponsor

Name

SURGE BUSY BEE HOLDINGS, LLC

EIN

82-3219394all filings

Address

7700 WINDROSE AVE · PLANO, TX · 75024

Phone

(212) 921-2364

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

2025-07-11

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

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