# Surf Opco LLC 401(k) Plan
Source: https://planprovider.pro/companies/surf-opco-llc-401k-plan

> Surf Opco LLC's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Surf Opco LLC

- **Sponsor EIN:** 861780704

- **Sponsor Address:** 8648 GLENMONT DRIVE 130, HOUSTON, TX, 77036

- **Plan Type:** 401(k)

- **Total Participants:** 204

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|204|$8.7M|$131,945|$828,233|

| 2023|178|$7.1M|$117,740|$724,899|

| 2022|172|$5.6M|$85,720|$666,637|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CASSELL PLAN AUDITS, INC.|Auditor|$4,362|—|$4,362|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,362

- **Estimated Expense Ratio:** 0.050% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,222|$29,228|—|$4,362|—|

| 2023|$46,943|$23,625|—|$5,250|—|

| 2022|$36,214|$24,465|$11,749|—|—|

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