How big is Surface Experts Franchising LLC's plan?

Surface Experts Franchising LLC's plan reported $499K in assets and 32 participants for 2025.

Original filing (PDF)20260521100727NAL0001686403001

Surface Experts Franchising LLC

Name: Surface Experts Franchising LLC — Surface Experts, Form 5500 (2025)
Creator: Surface Experts Franchising LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surface Experts 401(k) Plan

401(k) retirement plan · Surface Experts Franchising LLC's Surface Experts 401(k) Plan held $499K in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

People on this filing

Jacob Grady signed Surface Experts Franchising LLC's 2025 Form 5500 as plan administrator.

Jacob Grady — 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 Experts Franchising LLC's EIN is 83-1283035.

EIN 83-1283035

Plan number 001

Plan year 2025

ACK ID 20260521100727NAL0001686403001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surface Experts Franchising LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surface Experts Franchising LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 EXPERTS FRANCHISING 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