Sponsor portfolio
SURFACE FINANCIAL GROUP, INC
EIN 35-2027579insuranceLatest filing 2025
Plans
1
Retirement
1
$564K assets
Welfare
0
Participants
3
1515 WEST TIPTON ST - SEYMOUR, IN 47274812-523-8903surface-financial.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURFACE FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $564K | 3 | 2025 |
Retirement plans