Surterra Holdings, Inc.401(k)
SURTERRA 401(K) PLAN · TAMPA, FL · plan year 2023
Surterra Holdings, Inc. reported $138,057 in plan administrative expenses for 2023: 1.24% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio fell from 1.89% to 1.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 1,554th-largest of 3,644 plans among Florida employers on file, and the 2,228th of 5,215 in retail trade.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 611897289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.