How big is Serotta Maddocks Evans & Co., CPAS' plan?

Serotta Maddocks Evans & Co., CPAS' plan reported $6.1M in assets and 43 participants for 2024.

Original filing (PDF)20250710095028NAL0014847586001

Serotta Maddocks Evans & Co., CPAS

Name: Serotta Maddocks Evans & Co., CPAS — Serotta Maddock, Form 5500 (2024)
Creator: Serotta Maddocks Evans & Co., CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serotta Maddocks Evans & Co 401(k) Plan

401(k) retirement plan · Serotta Maddocks Evans & Co., CPAS' Serotta Maddocks Evans & Co 401(k) Plan held $6.1M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Serotta Maddocks Evans & Co., CPAS' EIN is 58-1107697.

EIN 58-1107697

Plan number 001

Plan year 2024

ACK ID 20250710095028NAL0014847586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serotta Maddocks Evans & Co., CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serotta Maddocks Evans & Co., CPAS' plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEROTTA MADDOCKS EVANS & CO., CPAS.

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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