Original filing (PDF)20250912075907NAL0001129169001

SERA EDGEWOOD INC. DBA EDGEWOOD ADVISORS

Name: SERA EDGEWOOD INC. DBA EDGEWOOD ADVISORS — SERA EDGEWOOD INC. PENSION PLAN, Form 5500 (2024)
Creator: SERA EDGEWOOD INC. DBA EDGEWOOD ADVISORS

Form 5500-SF

FILING_RECEIVED

SERA EDGEWOOD INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERA EDGEWOOD INC. DBA EDGEWOOD ADVISORS.

Plan sponsor

Name

SERA EDGEWOOD INC. DBA EDGEWOOD ADVISORS

EIN

86-1285132all filings

Address

332 SPRINGFIELD AVENUE · SUITE 207 · SUMMIT, NJ · 07901

Phone

(973) 556-4620

Industry

Finance & Insurancesee all

Plan administrator