How big is Surenian, Edwards, Buzak & Nolan LLC's plan?

Surenian, Edwards, Buzak & Nolan LLC's plan reported $1.4M in assets and 15 participants for 2025.

Original filing (PDF)20260522100241NAL0003380755001

Surenian, Edwards, Buzak & Nolan LLC

Name: Surenian, Edwards, Buzak & Nolan LLC — Surenian, Form 5500 (2025)
Creator: Surenian, Edwards, Buzak & Nolan LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surenian, Edwards, Buzak & Nolan LLC 401(k) Plan

401(k) retirement plan · Surenian, Edwards, Buzak & Nolan LLC's Surenian, Edwards, Buzak & Nolan LLC 401(k) Plan held $1.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jeffrey Surenian signed Surenian, Edwards, Buzak & Nolan LLC's 2025 Form 5500 as plan administrator.

Jeffrey Surenian — 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

Surenian, Edwards, Buzak & Nolan LLC's EIN is 84-3997264.

EIN 84-3997264

Plan number 001

Plan year 2025

ACK ID 20260522100241NAL0003380755001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Surenian, Edwards, Buzak & Nolan LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Surenian, Edwards, Buzak & Nolan LLC's plan includes profit-sharing, 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 SURENIAN, EDWARDS, BUZAK & NOLAN 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