State Education Resource Center (SERC) 401(k) Plan

The State Education Resource Center (SERC) 401(k) on its latest Form 5500

State Education Resource Center (SERC) (EIN 47-2462116) reports STATE EDUCATION RESOURCE CENTER TAX SHELTERED ANNUITY PLAN on its most recent Form 5500, with $7.9M in plan assets across 44 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 State Education Resource Center (SERC) filing — schedules, fees, and providers.

Who runs the State Education Resource Center (SERC) 401(k)?

State Education Resource Center (SERC)’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 State Education Resource Center (SERC)HR for the recordkeeper’s name and login.

How to check your State Education Resource Center (SERC) 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask State Education Resource Center (SERC) HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).