Surge Operating, Llc 401(k) Plan
Sponsored by Surge Operating, Llc · EIN 474007427 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 156
- With balances
- 182
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $23,995 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $20,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,461 |