How big is Sertoma Center Inc.'s plan?

Sertoma Center Inc.'s plan reported $2.1M in assets and 187 participants for 2024.

Original filing (PDF)20250930082223NAL0028851186001

Sertoma Center Inc.

Name: Sertoma Center Inc. — Sertoma Center Inc. 401(k), Form 5500 (2024)
Creator: Sertoma Center Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sertoma Center Inc. 401(k) Plan

401(k) retirement plan · Sertoma Center Inc.'s Sertoma Center Inc. 401(k) Plan held $2.1M in plan assets for 187 participants in 2024.

Signals · 1

No auditor on file

Active participants

187

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Christopher Duffy signed Sertoma Center Inc.'s 2024 Form 5500 as plan administrator.

Christopher Duffy — 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

Sertoma Center Inc.'s EIN is 62-0818599.

EIN 62-0818599

Plan number 002

Plan year 2024

ACK ID 20250930082223NAL0028851186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sertoma Center Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sertoma Center Inc.'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 SERTOMA CENTER INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score