How big is Surmotech, LLC's plan?

Surmotech, LLC's plan reported $4.4M in assets and 75 participants for 2024.

Original filing (PDF)20250612110058NAL0016764033001

Surmotech, LLC

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

Form 5500-SF

FILING_RECEIVED

Surmotech, LLC 401(k) Savings Plan

401(k) retirement plan · Surmotech, LLC's Surmotech, LLC 401(k) Savings Plan held $4.4M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

George Chapman signed Surmotech, LLC's 2024 Form 5500 as plan administrator.

George Chapman — 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

Surmotech, LLC's EIN is 90-1024594.

EIN 90-1024594

Plan number 001

Plan year 2024

ACK ID 20250612110058NAL0016764033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surmotech, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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