What public Form 5500 filings show about the Serra Automotive, Inc. 401(k) plan — and how to find and check your own account.
Serra Automotive, Inc. (EIN 38-2407959) reports SERRA AUTOMOTIVE 401(K) PLAN & TRUST on its most recent Form 5500, with $150.6M in plan assets across 2,990 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Serra Automotive, Inc. filing — schedules, fees, and providers.
Serra Automotive, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Serra Automotive, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, CAPTRUST INVESTMENT ADVISORS, CHARLES SCHWAB & CO, CHARLES SCHWAB TRUST BANK.
