How big is Serhant LLC's plan?

Serhant LLC's plan reported $1.2M in assets and 100 participants for 2024.

Original filing (PDF)20251010112811NAL0012981056001

Serhant LLC

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

Form 5500-SF

FILING_RECEIVED

Serhant LLC 401(k) Plan

Defined-contribution retirement plan · Serhant LLC's Serhant LLC 401(k) Plan held $1.2M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Richard Tatum signed Serhant LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Serhant LLC's EIN is 85-1064716.

EIN 85-1064716

Plan number 001

Plan year 2024

ACK ID 20251010112811NAL0012981056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serhant LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score