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

Serling Rooks Hunter McKoy Worob & Averill LLP's plan reported $5.5M in assets and 15 participants for 2025.

Original filing (PDF)20260524112602NAL0005020755001

Serling Rooks Hunter McKoy Worob & Averill LLP

Name: Serling Rooks Hunter McKoy Worob & Averill LLP — Form 5500 Plan 003 (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 Averill, LLP Cash Balance Plan

Defined-benefit pension plan · Serling Rooks Hunter McKoy Worob & Averill LLP's Serling Rooks Hunter McKoy Worob Averill, LLP Cash Balance Plan held $5.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 003

Plan year 2025

ACK ID 20260524112602NAL0005020755001

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 a cash-balance formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off