How big is Seros Financial, LLC's plan?

Seros Financial, LLC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250910125844NAL0035554960001

Seros Financial, LLC

Name: Seros Financial, LLC — The Ponderosa 401(k) Plan, Form 5500 (2024)
Creator: Seros Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ponderosa 401(k) Plan

401(k) retirement plan · Seros Financial, LLC's The Ponderosa 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jeremy Smith signed Seros Financial, LLC's 2024 Form 5500 as plan administrator.

Jeremy Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Seros Financial, LLC's EIN is 45-3112488.

EIN 45-3112488

Plan number 001

Plan year 2024

ACK ID 20250910125844NAL0035554960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seros Financial, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off