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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERENE SOFTWARE SERVICES.
Plan sponsor
Name
SERENE SOFTWARE SERVICES
EIN
24-0567148
Address
1649 MONROE ST · SANTA CLARA, CA · 950504247
Phone
(408) 569-1195
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
RAMAMURTHY JANAPATI
EIN
26-0567148
City
SANTA CLARA, CA
Phone
(408) 569-1195
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-15
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
