How big is Serverli's plan?

Serverli's plan reported $60K in assets and 10 participants for 2024.

Original filing (PDF)20250718135128NAL0000876147001

Serverli

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

Form 5500-SF

FILING_RECEIVED

Serverli 401(k) Plan

401(k) retirement plan · Serverli's Serverli 401(k) Plan held $60K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Marcus Bowie signed Serverli's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Serverli's EIN is 86-3204752.

EIN 86-3204752

Plan number 001

Plan year 2024

ACK ID 20250718135128NAL0000876147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serverli's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

SERVERLI

EIN

all filings

Address

13909 EYLEWOOD DR · WINTER GARDEN, FL · 34787

Phone

(772) 486-7812

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

KAUL Advisors LLC

KAUL Advisors LLC 401(k) Plan

$60K · 2 participants

Trans World Health Services

Trans World Health Services, I 401(k) Profit Sharing Plan & Trust

$60K · 8 participants

Asset Technology Group, Inc.

Asset Technology Group 401(k) Plan

$60K · 13 participants

TEK Tools LLC

TEK Tools 401(k) Plan

$60K · 3 participants

Green Team Holdings, LLC

Green Team Holdings, LLC 401(k) Plan

$59K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.