How big is Serlin Haley, LLP's plan?

Serlin Haley, LLP's plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20251015155205NAL0002698643001

Serlin Haley, LLP

Name: Serlin Haley, LLP — SH 401(k) Plan, Form 5500 (2024)
Creator: Serlin Haley, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SH 401(k) Plan

401(k) retirement plan · Serlin Haley, LLP's SH 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Serlin Haley, LLP's EIN is 27-4405394.

EIN 27-4405394

Plan number 001

Plan year 2024

ACK ID 20251015155205NAL0002698643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serlin Haley, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serlin Haley, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERLIN HALEY, LLP.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SERLIN HALEY, LLP

EIN

all filings

Address

51 FRANKLIN STREET · 3RD FLOOR · BOSTON, MA · 02110

Phone

(617) 778-1200

Industry

Law Offices· Professional & Technical Services

Plan administrator