How big is Surge Management Group LLC's plan?

Surge Management Group LLC's plan reported $152K in assets and 147 participants for 2024.

Original filing (PDF)20260323084119NAL0001804115001

Surge Management Group LLC

Name: Surge Management Group LLC — Surge Management Group, Form 5500 (2024)
Creator: Surge Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surge Management Group 401(k) & Profit Share Plan

401(k) retirement plan · Surge Management Group LLC's Surge Management Group 401(k) & Profit Share Plan held $152K in plan assets for 147 participants in 2024.

Signals · 2

Late filing · 4.2 moNo auditor on file

Active participants

147

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

Sherri Sutton signed Surge Management Group LLC's 2024 Form 5500 as plan administrator.

Sherri Sutton — 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

Surge Management Group LLC's EIN is 83-2637508.

EIN 83-2637508

Plan number 001

Plan year 2024

ACK ID 20260323084119NAL0001804115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surge Management Group 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 SURGE MANAGEMENT GROUP LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 4.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score