How big is Sertech, Inc.'s plan?

Sertech, Inc.'s plan reported $2.7M in assets and 6 participants for 2025.

Original filing (PDF)20260521075618NAL0004833842001

Sertech, Inc.

Name: Sertech, Inc. — Sertech, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Sertech, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sertech, Inc. 401(k) Plan

401(k) retirement plan · Sertech, Inc.'s Sertech, Inc. 401(k) Plan held $2.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

James Patterson signed Sertech, Inc.'s 2025 Form 5500 as plan administrator.

James Patterson — 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

Sertech, Inc.'s EIN is 20-1139514.

EIN 20-1139514

Plan number 001

Plan year 2025

ACK ID 20260521075618NAL0004833842001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sertech, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

SERTECH, INC.

EIN

all filings

Address

1380 WELSH ROAD · MONTGOMERYVILLE, PA · 18936

Phone

(215) 628-8085

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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