How big is Serrano Invest, LLC's plan?

Serrano Invest, LLC's plan reported $421K in assets and 3 participants for 2024.

Original filing (PDF)20250811135327NAL0007277537001

Serrano Invest, LLC

Name: Serrano Invest, LLC — Serrano Invest, LLC 401(k), Form 5500 (2024)
Creator: Serrano Invest, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serrano Invest, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Serrano Invest, LLC's Serrano Invest, LLC 401(k) Profit Sharing Plan held $421K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

TRE Serrano signed Serrano Invest, LLC's 2024 Form 5500 as plan administrator.

TRE Serrano — 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

Serrano Invest, LLC's EIN is 83-1523250.

EIN 83-1523250

Plan number 001

Plan year 2024

ACK ID 20250811135327NAL0007277537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serrano Invest, 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 SERRANO INVEST, 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