How big is Surface Studio's plan?

Surface Studio's plan reported $66K in assets and 4 participants for 2024.

Original filing (PDF)20250811083111NAL0020251762001

Surface Studio

Name: Surface Studio — Surface Studio 401(k)Plan, Form 5500 (2024)
Creator: Surface Studio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surface Studio 401(k)Plan

401(k) retirement plan · Surface Studio's Surface Studio 401(k)Plan held $66K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Jason Goldberg signed Surface Studio's 2024 Form 5500 as plan administrator.

Jason Goldberg — 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

Surface Studio's EIN is 82-5421950.

EIN 82-5421950

Plan number 001

Plan year 2024

ACK ID 20250811083111NAL0020251762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surface Studio's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURFACE STUDIO.

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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

SURFACE STUDIO

EIN

all filings

Address

2214 HAWKINS STREET · CHARLOTTE, NC · 28203

Phone

(704) 644-2500

Industry

Construction

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

2025-08-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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