Original filing (PDF)20251015142929NAL0002453011001

SERNA SOLUTIONS, LLC

Name: SERNA SOLUTIONS, LLC — SERNA SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SERNA SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

SERNA SOLUTIONS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$81K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SERNA SOLUTIONS, LLC

EIN

87-3917794all filings

Address

69 S. DORSET ROAD · TROY, OH · 45373

Phone

(956) 571-9910

Industry

Constructionsee all

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

2025-10-15

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

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

RED SEAL DEVELOPMENT CORP.

RED SEAL DEVELOPMENT CORP. 401(K) PLAN

$92K · 20 participants

APEX BUILDERS GROUP LLC

APEX BUILDERS GROUP LLC 401(K) PLAN

$92K · 7 participants

ASSET CONSTRUCTION, INC.

ASSET CONSTRUCTION, INC. - 401(K) PLAN

$92K · 5 participants

BOYRIE ENTERPRISES, INC.

BOYRIE ENTERPRISES, INC. 401(K) PROFIT SHARING PLA

$92K · 25 participants

BRENT D. WILTSHIRE INC. DBA GROUND & GARDEN

GROUND & GARDEN 401(K) PLAN

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