How big is Serissa Research Inc.'s plan?

Serissa Research Inc.'s plan reported $496K in assets and 3 participants for 2024.

Original filing (PDF)20251018175328NAL0008159761001

Serissa Research Inc.

Name: Serissa Research Inc. — Form 5500 (2024)
Creator: Serissa Research Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Serissa Research Inc. held $496K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$496K

Net assets (EOY)

$496K

People on this filing

G Winfield Treese signed Serissa Research Inc.'s 2024 Form 5500 as plan administrator.

G Winfield Treese — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Serissa Research Inc.'s EIN is 04-3553079.

EIN 04-3553079

Plan number 001

Plan year 2024

ACK ID 20251018175328NAL0008159761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serissa Research Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serissa Research Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (95th percentile).

Plan sponsor

Name

SERISSA RESEARCH INC

EIN

all filings

Address

11 ERWIN RD · WAYLAND, MA · 01778

Phone

(508) 314-4359

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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