How big is Serra Design, Inc.'s plan?

Serra Design, Inc.'s plan reported $602K in assets and 2 participants for 2024.

Original filing (PDF)20250922163413NAL0012811922001

Serra Design, Inc.

Name: Serra Design, Inc. — Serra Design, Inc. 401(k), Form 5500 (2024)
Creator: Serra Design, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serra Design, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Serra Design, Inc.'s Serra Design, Inc. 401(k) Profit Sharing Plan held $602K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

People on this filing

Evadne Serra signed Serra Design, Inc.'s 2024 Form 5500 as plan administrator.

Evadne Serra — 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

Serra Design, Inc.'s EIN is 20-0415748.

EIN 20-0415748

Plan number 001

Plan year 2024

ACK ID 20250922163413NAL0012811922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serra Design, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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