How big is Serlin Haley, LLP's plan?

Serlin Haley, LLP's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20251015160249NAL0005368401001

Serlin Haley, LLP

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

Form 5500-SF

FILING_RECEIVED

SH Cash Balance Plan

Defined-benefit pension plan · Serlin Haley, LLP's SH Cash Balance Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

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

EIN 27-4405394

Plan number 002

Plan year 2024

ACK ID 20251015160249NAL0005368401001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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 providers

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