Sponsor portfolio
STUART SURLES INSURANCE AND REALTY, INC.
EIN 56-1708572insuranceLatest filing 2025
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
3
1019 MONTAGUE ROAD - ANGIER, NC 27501919-639-2025stuartsurlesinsurance.comLinkedIn1-10 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 | |
|---|---|---|---|---|---|---|
| 004 | STUART SURLES INSURANCE AND REALTY, INC. PROFIT SHARING PLAN | 401k | $5.5M | 3 | 2025 |
Retirement plans