Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURF FIRE & SECURITY, INC.
EIN 22-3541730Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
69
800 CAPITAL STREET, STE E - JUPITER, FL 33458732-361-4657
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 69 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURF FIRE & SECURITY 401(K) PLAN
401k
Assets$1.9M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SURF FIRE & SECURITY DEFINED BENEFIT PLAN
TraditionalDB
Assets$722K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURF FIRE & SECURITY 401(K) PLAN | 401k | $1.9M | 38 | 2024 | |
| 002 | SURF FIRE & SECURITY DEFINED BENEFIT PLAN | TraditionalDB | $722K | 31 | 2024 |
Retirement plans