Surf Opco 401(k) Plan
Sponsored by Surf Opco Llc · EIN 861780704 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 204
- With balances
- 242
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $23,632 |
| Mma Securities Llc | Investment advisory (plan) | $21,893 |
| Empower Advisory Group, Llc | Investment management | $7,335 |
| Cassell Plan Audits Inc | Accounting | $4,362 |