LARA Walker signed SURF Opco LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SURF Opco LLC's EIN is 86-1780704.
Download the official 2024 Form 5500 (PDF) for SURF Opco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SURF Opco LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund | Mutual Funds | — | — | $1.0M | 11.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 11.6% | |
| Fidelity Investments Fidelity Freedom Index 2035 Investor Fund | Mutual Funds | — | — | $882K | 10.1% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $620K | 7.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 Investor Fund | Mutual Funds | — | — | $589K | 6.7% | |
| JPMorgan US Research Enhanced Equity Fund | Other securities | — | — | $392K | 4.5% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $341K | 3.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $308K | 3.5% | |
| Participants Notes receivable from participants (interest rates at 4.25 to | Other securities | — | — | $304K | 3.5% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $299K | 3.4% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $276K | 3.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $273K | 3.1% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $229K | 2.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $223K | 2.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 Investor Fund | Mutual Funds | — | — | $189K | 2.2% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $182K | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 Investor Fund | Mutual Funds | — | — | $149K | 1.7% | |
| MFS International Growth Fund | Mutual Funds | — | — | $142K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 Investor Fund | Mutual Funds | — | — | $141K | 1.6% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $141K | 1.6% | |
| JPMorgan Undiscovered Managers Behavorial Fund | Other securities | — | — | $138K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Investor Fund | Mutual Funds | — | — | $120K | 1.4% | |
| BlackRock Health Sciences Opportunties Fund | Other securities | — | — | $114K | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2060 Investor Fund | Mutual Funds | — | — | $113K | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2025 Investor Fund | Mutual Funds | — | — | $112K | 1.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $111K | 1.3% | |
| Victory Capital Victory Sycamore Established Value Fund | Other securities | — | — | $101K | 1.2% | |
| Franklin Templeton Investments Western Asset Core Bond Fund | Mutual Funds | — | — | $93K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Investor Fund | Mutual Funds | — | — | $76K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $9K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Investor Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CASSELL PLAN AUDITS INC | — | SAINT CHARLES, IL | AUDITOR | $4K | — |
