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  1. Companies/
  2. Sur Lie Advisors LLC

Filings through Oct 24, 2026.

Sur Lie Advisors LLC

EIN 99-3281296-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$67K assets
Health & Benefits
0
Participants
1
17607 SUNSET WAY - SOMONA, CA 95476707-931-8199
Plans on this EIN
1 filing
#001401(k)-$67K - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SUR LIE ADVISORS LLC 401(K)

401(k)

Assets$67K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUR LIE ADVISORS LLC 401(K)401(k)$67K12025
  • SUR LIE ADVISORS LLC 401(K)$67K
    #001 · 401(k) · 20251
Retirement plans
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