How big is SER JOBS for Progress National, Inc.'s plan?

SER JOBS for Progress National, Inc.'s plan reported $3.4M in assets and 28 participants for 2024.

Original filing (PDF)20250911104806NAL0001036114001

SER JOBS for Progress National, Inc.

Name: SER JOBS for Progress National, Inc. — SER JOBS for, Form 5500 (2024)
Creator: SER JOBS for Progress National, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SER JOBS for Progress National, Inc. 501 (C)(3) Retirement Plan

403(b) retirement plan · SER JOBS for Progress National, Inc.'s SER JOBS for Progress National, Inc. 501 (C)(3) Retirement Plan held $3.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Tony Morales signed SER JOBS for Progress National, Inc.'s 2024 Form 5500 as plan administrator.

Tony Morales — 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

SER JOBS for Progress National, Inc.'s EIN is 85-0197752.

EIN 85-0197752

Plan number 001

Plan year 2024

ACK ID 20250911104806NAL0001036114001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SER JOBS for Progress National, Inc.'s plan includes 403(b) custodial accounts.

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 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 (97th percentile).

Plan sponsor

Name

SER JOBS FOR PROGRESS NATIONAL, INC.

EIN

all filings

Address

100 E ROYAL LN STE 130 · IRVING, TX · 750394219

Phone

(469) 543-3650

Industry

Other Services (ex. Public Admin)

Plan administrator