How big is SURF and Sage LLC's plan?

SURF and Sage LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250528101222NAL0011985408001

SURF and Sage LLC

Name: SURF and Sage LLC — SURF and Sage LLC 401(k) Profit, Form 5500 (2024)
Creator: SURF and Sage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SURF and Sage LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SURF and Sage LLC's SURF and Sage LLC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Sathya Patterson signed SURF and Sage LLC's 2024 Form 5500 as plan administrator.

Sathya Patterson — 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

SURF and Sage LLC's EIN is 86-2566956.

EIN 86-2566956

Plan number 001

Plan year 2024

ACK ID 20250528101222NAL0011985408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SURF and Sage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SURF and Sage 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 SURF AND SAGE LLC.

Finding similar companies…

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