How big is Serra Law Group's plan?

Serra Law Group's plan reported $45K in assets and 8 participants for 2024.

Original filing (PDF)20250723131737NAL0010485314001

Serra Law Group

Name: Serra Law Group — Form 5500 (2024)
Creator: Serra Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serra Law Group

401(k) retirement plan · Serra Law Group held $45K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

People on this filing

Shirley Horner signed Serra Law Group's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Serra Law Group's EIN is 47-2489849.

EIN 47-2489849

Plan number 001

Plan year 2024

ACK ID 20250723131737NAL0010485314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serra Law Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serra Law Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERRA LAW GROUP.

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Plan health score

Above-average plan

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