How big is SERA Edgewood Inc.'s plan?

SERA Edgewood Inc.'s plan reported $1.6M in assets and 2 participants for 2025.

Original filing (PDF)20260330160059NAL0011329953001

SERA Edgewood Inc.

Name: SERA Edgewood Inc. — SERA Edgewood Inc. 401(k), Form 5500 (2025)
Creator: SERA Edgewood Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SERA Edgewood Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · SERA Edgewood Inc.'s SERA Edgewood Inc. 401(k) Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

ADAM Greenstein signed SERA Edgewood Inc.'s 2025 Form 5500 as plan administrator.

ADAM Greenstein — 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

SERA Edgewood Inc.'s EIN is 86-1285132.

EIN 86-1285132

Plan number 001

Plan year 2025

ACK ID 20260330160059NAL0011329953001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SERA Edgewood Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SERA Edgewood Inc.'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 SERA EDGEWOOD INC..

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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