How big is Sereno Group, Inc. DBA Sereno's plan?

Sereno Group, Inc. DBA Sereno's plan reported $1.9M in assets and 63 participants for 2022.

Original filing (PDF)20231004185338NAL0013004067001

Sereno Group, Inc. DBA Sereno

Name: Sereno Group, Inc. DBA Sereno — Sereno 401(k) Plan, Form 5500 (2022)
Creator: Sereno Group, Inc. DBA Sereno
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sereno 401(k) Plan

401(k) retirement plan · Sereno Group, Inc. DBA Sereno's Sereno 401(k) Plan held $1.9M in plan assets for 63 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Brent Dosbsch signed Sereno Group, Inc. DBA Sereno's 2022 Form 5500 as plan administrator.

Brent Dosbsch — 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

Sereno Group, Inc. DBA Sereno's EIN is 84-2454023.

EIN 84-2454023

Plan number 001

Plan year 2022

ACK ID 20231004185338NAL0013004067001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sereno Group, Inc. DBA Sereno from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sereno Group, Inc. DBA Sereno'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 SERENO GROUP, INC. DBA SERENO.

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Plan health score

Above-average plan

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