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Original filing (PDF)20251008152457NAL0003111683001
SERMO, INC.
Form 5500
FILING_RECEIVED
WORLDONE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
226
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERMO, INC..
Plan sponsor
Name
SERMO, INC.
EIN
20-3980356
Address
8 CROSBY STREET, FL 2 · NEW YORK, NY · 10013
Phone
(360) 953-9667
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | — | CHICAGO, IL | NONE | $25K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $10K | — |
Investments
26 direct securities · 1 pooled fund· $11.1M(100% 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.
Uncategorized
$10.9M
26 holdings
Common Collective Trust
$161K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.2M | 20.2% | |
| T. Rowe Price Ret 2050 Adv T. Rowe Price 0 | — | — | — | $1.3M | 11.9% | |
| T. Rowe Price Ret 2055 Adv T. Rowe Price 0 | — | — | — | $1.1M | 9.8% | |
| T. Rowe Price Ret 2040 Adv T. Rowe Price 0 | — | — | — | $1.1M | 9.6% | |
| T. Rowe Price Ret 2045 Adv T. Rowe Price 0 | — | — | — | $1.0M | 9.4% | |
| T. Rowe Price Ret 2035 Adv T. Rowe Price 0 | — | — | — | $731K | 6.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $603K | 5.4% | |
| American Funds Growth Fund of Amer R4 American Funds 0 | — | — | — | $416K | 3.8% | |
| Federated Hermes Mdt Lrg Cp Vl SS Federated 0 | — | — | — | $291K | 2.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $231K | 2.1% | |
| T. Rowe Price Ret 2030 Adv T. Rowe Price 0 | — | — | — | $231K | 2.1% | |
| Columbia Select Mid Cap Value A Columbia 0 | — | — | — | $209K | 1.9% | |
| Keeley Small Cap Dividend Value A Keeley 0 | — | — | — | $202K | 1.8% | |
| Fidelity Adv Leveraged Co Stock A Fidelity 0 | — | — | — | $198K | 1.8% | |
| Principal SmallCap S&P 600 Index Instl Principal 0 | — | — | — | $163K | 1.5% | |
| Columbia Emerging Mkts I Columbia 0 | — | — | — | $162K | 1.5% | |
| METLIFE GAC-25053 CLASS 65 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $161K | 1.5% | |
| Thornburg Investment Income Builder R3 Thornburg 0 | — | — | — | $144K | 1.3% | |
| American Eupac R4 American Funds 0 | — | — | — | $133K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $130K | 1.2% | |
| T. Rowe Price Ret 2020 Adv T. Rowe Price 0 1 T. Rowe Price Ret 2025 Adv T. Rowe Price 0 | — | — | — | $112K | 1.0% | |
| American Century Infl Adj Bond A American Century 0 | — | — | — | $75K | 0.7% | |
| MFS International New Discovery R3 MFS 0 | — | — | — | $55K | 0.5% | |
| Franklin Global Allocation A Franklin 0 | — | — | — | $44K | 0.4% | |
| Loomis Sayles Bond Retail Loomis Sayles 0 | — | — | — | $19K | 0.2% | |
| Franklin U.S. Government Sec A1 Franklin 0 | — | — | — | $7K | <0.1% | |
| Franklin Mutual Global Discovery A Franklin 0 | — | — | — | $6K | <0.1% |