How big is SERJ Management Services, LLC's plan?

SERJ Management Services, LLC's plan reported $758K in assets and 6 participants for 2024.

Original filing (PDF)20250919113859NAL0002454561001

SERJ Management Services, LLC

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

Form 5500-SF

FILING_RECEIVED

SERJ Management Services, LLC 401(k) Plan

401(k) retirement plan · SERJ Management Services, LLC's SERJ Management Services, LLC 401(k) Plan held $758K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

People on this filing

Jasmin Patel signed SERJ Management Services, LLC's 2024 Form 5500 as plan administrator.

Jasmin Patel — 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

SERJ Management Services, LLC's EIN is 47-2194683.

EIN 47-2194683

Plan number 001

Plan year 2024

ACK ID 20250919113859NAL0002454561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SERJ Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SERJ MANAGEMENT SERVICES, 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

Helping the score