How big is Serling Rooks Hunter McKoy Worob & Averill LLP's plan?

Serling Rooks Hunter McKoy Worob & Averill LLP's plan reported $8.6M in assets and 13 participants for 2025.

Original filing (PDF)20260524112727NAL0003406851001

Serling Rooks Hunter McKoy Worob & Averill LLP

Name: Serling Rooks Hunter McKoy Worob & Averill LLP — Form 5500 Plan 001 (2025)
Creator: Serling Rooks Hunter McKoy Worob & Averill LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serling Rooks Hunter McKoy & Worob, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Serling Rooks Hunter McKoy Worob & Averill LLP's Serling Rooks Hunter McKoy & Worob, LLP 401(k) Profit Sharing Plan held $8.6M in plan assets for 13 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Jeffrey Worob signed Serling Rooks Hunter McKoy Worob & Averill LLP's 2025 Form 5500 as plan administrator.

Jeffrey Worob — 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

Serling Rooks Hunter McKoy Worob & Averill LLP's EIN is 13-3861730.

EIN 13-3861730

Plan number 001

Plan year 2025

ACK ID 20260524112727NAL0003406851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Serling Rooks Hunter McKoy Worob & Averill LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Serling Rooks Hunter McKoy Worob & Averill LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERLING ROOKS HUNTER MCKOY WOROB & AVERILL LLP.

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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