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Original filing (PDF)20250806121129NAL0002798689001

SERC RELIABILITY CORPORATION

Form 5500
FILING_RECEIVED
SERC RELIABILITY CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
110
Accounts w/ balance
135
Plan assets (EOY)
$34.1M
Net assets (EOY)
$34.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: MIP CL 1 (no filing on disk)]" is 100% of plan.
Helping the score
  • Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERC RELIABILITY CORPORATION.
Plan sponsor
Name
SERC RELIABILITY CORPORATION
EIN
20-3311003
Address
13320 BALLANTYNE CORPORATE PLACE · SUITE 200 · CHARLOTTE, NC · 28277
Phone
(704) 357-7372
Industry
Utilitiessee all
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
2025-08-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$3K—

Investments

1 pooled fund· $545K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
MIP CL 1
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
——$545K1.6%

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