Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
SURROGATEFIRST, INC.
EIN 85-3430993health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
36
4601 PASEO DE LAS TORTUGAS - TORRANCE, CA 90505424-567-3703surrogatefirst.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 36 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#002
SURROGATEFIRST CASH BALANCE PLAN
CashBalance
Assets$607K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SURROGATEFIRST 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$416K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SURROGATEFIRST CASH BALANCE PLAN | CashBalance | $607K | 10 | 2024 | |
| 001 | SURROGATEFIRST 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $416K | 26 | 2024 |
Retirement plans