How big is Sertex, LLC's plan?

Sertex, LLC's plan reported $5.2M in assets and 39 participants for 2024.

Original filing (PDF)20250519123026NAL0000588529001

Sertex, LLC

Name: Sertex, LLC — Sertex, LLC 401(k) Plan, Form 5500 (2024)
Creator: Sertex, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sertex, LLC 401(k) Plan

401(k) retirement plan · Sertex, LLC's Sertex, LLC 401(k) Plan held $5.2M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Sertex, LLC's EIN is 01-0551277.

EIN 01-0551277

Plan number 001

Plan year 2024

ACK ID 20250519123026NAL0000588529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sertex, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sertex, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERTEX, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SERTEX, LLC

EIN

all filings

Address

22 CENTER PARKWAY · PLAINFIELD, CT · 06374

Phone

(860) 317-1006

Industry

Construction

Plan administrator