How big is Sermar Management LLC's plan?

Sermar Management LLC's plan reported $330K in assets and 19 participants for 2025.

Original filing (PDF)20260413111232NAL0020308611001

Sermar Management LLC

Name: Sermar Management LLC — Sermar Management LLC 401(k), Form 5500 (2025)
Creator: Sermar Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sermar Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sermar Management LLC's Sermar Management LLC 401(k) Profit Sharing Plan & Trust held $330K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

People on this filing

BETH Patterson signed Sermar Management LLC's 2025 Form 5500 as plan administrator.

BETH 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

Sermar Management LLC's EIN is 22-3661582.

EIN 22-3661582

Plan number 001

Plan year 2025

ACK ID 20260413111232NAL0020308611001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sermar Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sermar Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off