How big is Surge Ventures, LLC's plan?

Surge Ventures, LLC's plan reported $88K in assets and 14 participants for 2024.

Original filing (PDF)20251009060507NAL0003678851001

Surge Ventures, LLC

Name: Surge Ventures, LLC — Surge Ventures, LLC 401(k), Form 5500 (2024)
Creator: Surge Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surge Ventures, LLC 401(k) Plan

401(k) retirement plan · Surge Ventures, LLC's Surge Ventures, LLC 401(k) Plan held $88K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Surge Ventures, LLC's EIN is 88-0847111.

EIN 88-0847111

Plan number 001

Plan year 2024

ACK ID 20251009060507NAL0003678851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surge Ventures, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURGE VENTURES, 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

Knocking points off