Original filing (PDF)20260701151030NAL0013811297001

Serac Capital Partners LLC

Name: Serac Capital Partners LLC — Serac Capital Partners, Form 5500 (2025)
Creator: Serac Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serac Capital Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Serac Capital Partners LLC's Serac Capital Partners LLC 401(k) Profit Sharing Plan & Trust held $237K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERAC CAPITAL PARTNERS LLC.

Plan sponsor

Name

SERAC CAPITAL PARTNERS LLC

EIN

84-2883369all filings

Address

5051 WESTHEIMER RD STE 1750 · HOUSTON, TX · 770565833

Phone

(832) 863-4418

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