SURETY GROUP, INC. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$242K
Net assets (EOY)
$242K
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
87
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 (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURETY GROUP, INC.
Plan sponsor
Name
SURETY GROUP, INC
EIN
95-3624195
Address
28720 ROADSIDE DR STE 352 · AGOURA HILLS, CA · 91301
