How big is SERA Edgewood Inc. DBA Edgewood Advisors' plan?

SERA Edgewood Inc. DBA Edgewood Advisors' plan reported $719K in assets and 2 participants for 2024.

Original filing (PDF)20250912075907NAL0001129169001

SERA Edgewood Inc. DBA Edgewood Advisors

Name: SERA Edgewood Inc. DBA Edgewood Advisors — Form 5500 Plan 002 (2024)
Creator: SERA Edgewood Inc. DBA Edgewood Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SERA Edgewood Inc. Pension Plan

Defined-benefit pension plan · SERA Edgewood Inc. DBA Edgewood Advisors' SERA Edgewood Inc. Pension Plan held $719K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

People on this filing

ADAM Greenstein signed SERA Edgewood Inc. DBA Edgewood Advisors' 2024 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. DBA Edgewood Advisors' EIN is 86-1285132.

EIN 86-1285132

Plan number 002

Plan year 2024

ACK ID 20250912075907NAL0001129169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SERA Edgewood Inc. DBA Edgewood Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SERA Edgewood Inc. DBA Edgewood Advisors' plan includes a defined-benefit pension formula.

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.

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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 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