Original filing (PDF)20251010072852NAL0012066016001

SERRA OPTIMIZATION SOLUTIONS IN LOGISTICS, INC.

Name: SERRA OPTIMIZATION SOLUTIONS IN LOGISTICS, INC. — SERRA OPTIMIZATION SOLUTIONS RETIREMENT PLAN, Form 5500 (2024)
Creator: SERRA OPTIMIZATION SOLUTIONS IN LOGISTICS, INC.

Form 5500-SF

FILING_RECEIVED

SERRA OPTIMIZATION SOLUTIONS RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERRA OPTIMIZATION SOLUTIONS IN LOGISTICS, INC..

Plan sponsor

Name

SERRA OPTIMIZATION SOLUTIONS IN LOGISTICS, INC.

EIN

66-0777605

Address

PO BOX 6246 · SAN JUAN, PR · 00914

Phone

(787) 420-6272

Industry

Transportation & Warehousingsee all

Plan administrator