How big is HALE Surratt Engineers, LLC's plan?

HALE Surratt Engineers, LLC's plan reported $64K in assets and 4 participants for 2024.

Original filing (PDF)20250718090158NAL0000659011001

HALE Surratt Engineers, LLC

Name: HALE Surratt Engineers, LLC — HALE Surratt, Form 5500 (2024)
Creator: HALE Surratt Engineers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALE Surratt Engineers, LLC 401(k) Plan

401(k) retirement plan · HALE Surratt Engineers, LLC's HALE Surratt Engineers, LLC 401(k) Plan held $64K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Marcus Bowie signed HALE Surratt Engineers, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

HALE Surratt Engineers, LLC's EIN is 92-1282927.

EIN 92-1282927

Plan number 001

Plan year 2024

ACK ID 20250718090158NAL0000659011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HALE SURRATT ENGINEERS, LLC

EIN

all filings

Address

310 QUAY ASSISI CT · NEW SMYRNA BEACH, FL · 32169

Phone

(386) 271-0183

Industry

Engineering Services· Professional & Technical Services

Plan administrator