Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURFACIDE, LLC
EIN 27-4197584hospital & health careLatest filing 2025
Plans
2
Retirement
2
$920K assets
Welfare
0
Participants
23
W 226 N 918 NORTHMOUND DR., SU - WAUKESHA, WI 53186262-309-6226surfacide.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $920K assets / 23 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
SURFACIDE, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$708K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SURFACIDE, LLC CASH BALANCE PLAN
CashBalance
Assets$212K
Participants8
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 | SURFACIDE, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $708K | 15 | 2025 | |
| 002 | SURFACIDE, LLC CASH BALANCE PLAN | CashBalance | $212K | 8 | 2024 |
Retirement plans