How big is Serpe LLC's plan?

Serpe LLC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20251014145645NAL0001541939001

Serpe LLC

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

Form 5500-SF

FILING_RECEIVED

Serpe LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Serpe LLC's Serpe LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Serpe LLC's EIN is 87-1296728.

EIN 87-1296728

Plan number 001

Plan year 2024

ACK ID 20251014145645NAL0001541939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serpe LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

SERPE LLC

EIN

all filings

Address

16 MADISON SQUARE WEST · NEW YORK, NY · 10010

Phone

(212) 257-5010

Industry

Law Offices· 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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