Back to filter
Original filing (PDF)20250925165409NAL0003655699001
SEREFINA, LLC
Form 5500-SF
FILING_RECEIVED
SEREFINA, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEREFINA, LLC.
Plan sponsor
Name
SEREFINA, LLC
EIN
27-2476389
Address
144 N SAN MATEO DRIVE · SAN MATEO, CA · 94401
Phone
(415) 236-6030
Industry
Wholesale Tradesee 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
2025-09-25
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
AUCTION MANAGEMENT CORPORATION
AUCTION MANAGEMENT CORPORATION EMPLOYEES' 401(K) PROFIT SHARING PLAN
$1.6M · 5 participants
DIRECT SIGN WHOLESALE, LLC
DIRECT SIGN WHOLESALE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 90 participants
KENT RUBBER SUPPLY COMPANY
KENT RUBBER SUPPLY COMPANY EMPLOYEES' INVESTMENT PLAN
$1.6M · 23 participants
LIBRA, USA
LIBRA, INC RETIREMENT PLAN
$1.6M · 24 participants
STELLAR KENT CORPORATION
STELLAR KENT CORPORATION 401(K) PLAN
$1.6M · 7 participants
SUPERIOR PIPE PRODUCTS INC
SUPERIOR PIPE PRODUCTS INC 401(K) PLAN
$1.6M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B