How big is Serna Management, LLC's plan?

Serna Management, LLC's plan reported $185K in assets and 50 participants for 2024.

Original filing (PDF)20251015163023NAL0005424561001

Serna Management, LLC

Name: Serna Management, LLC — Serna Management 401(k), Form 5500 (2024)
Creator: Serna Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serna Management 401(k) Retirement Plan

401(k) retirement plan · Serna Management, LLC's Serna Management 401(k) Retirement Plan held $185K in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

Plan identifiers

Serna Management, LLC's EIN is 26-1411302.

EIN 26-1411302

Plan number 001

Plan year 2024

ACK ID 20251015163023NAL0005424561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serna Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serna Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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