How big is SUR Coffee San Clemente LLC's plan?

SUR Coffee San Clemente LLC's plan reported $6K in assets and 30 participants for 2024.

Original filing (PDF)20250718150132NAL0000915859001

SUR Coffee San Clemente LLC

Name: SUR Coffee San Clemente LLC — SUR Coffee 401(k) Plan, Form 5500 (2024)
Creator: SUR Coffee San Clemente LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUR Coffee 401(k) Plan

401(k) retirement plan · SUR Coffee San Clemente LLC's SUR Coffee 401(k) Plan held $6K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Marcus Bowie signed SUR Coffee San Clemente LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

SUR Coffee San Clemente LLC's EIN is 84-3513148.

EIN 84-3513148

Plan number 001

Plan year 2024

ACK ID 20250718150132NAL0000915859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SUR Coffee San Clemente LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SUR Coffee San Clemente LLC's plan includes 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 SUR COFFEE SAN CLEMENTE LLC.

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Plan health score

Above-average plan

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

Knocking points off