How big is Sefer, Inc.'s plan?

Sefer, Inc.'s plan reported $828K in assets and 2 participants for 2024.

Original filing (PDF)20251015195133NAL0002946035001

Sefer, Inc.

Name: Sefer, Inc. — Sefer, Inc. Defined Benefit Plan, Form 5500 (2024)
Creator: Sefer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sefer, Inc. Defined Benefit Plan

Defined-benefit pension plan · Sefer, Inc.'s Sefer, Inc. Defined Benefit Plan held $828K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

Plan identifiers

Sefer, Inc.'s EIN is 83-2263149.

EIN 83-2263149

Plan number 002

Plan year 2024

ACK ID 20251015195133NAL0002946035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sefer, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SEFER, INC.

EIN

all filings

Address

420 SYCAMORE AVENUE · BEN LOMOND, CA · 95005

Phone

(801) 532-7433

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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