How big is Serena Wright LLC's plan?

Serena Wright LLC's plan reported $306K in assets and 4 participants for 2025.

Original filing (PDF)20260428220957NAL0015763184075

Serena Wright LLC

Name: Serena Wright LLC — Serena Wright LLC 401(k) Plan, Form 5500 (2025)
Creator: Serena Wright LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serena Wright LLC 401(k) Plan

401(k) retirement plan · Serena Wright LLC's Serena Wright LLC 401(k) Plan held $306K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Elantha Barry signed Serena Wright LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Serena Wright LLC's EIN is 88-0730665.

EIN 88-0730665

Plan number 001

Plan year 2025

ACK ID 20260428220957NAL0015763184075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Serena Wright LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Serena Wright LLC'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 SERENA WRIGHT 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