How big is Serista Group LLC's plan?

Serista Group LLC's plan reported $1K in assets and 18 participants for 2024.

Original filing (PDF)20250718135705NAL0001851025001

Serista Group LLC

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

Form 5500-SF

FILING_RECEIVED

Serista Group LLC 401(k) Plan

401(k) retirement plan · Serista Group LLC's Serista Group LLC 401(k) Plan held $1K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Marcus Bowie signed Serista Group LLC'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

Serista Group LLC's EIN is 88-4004253.

EIN 88-4004253

Plan number 001

Plan year 2024

ACK ID 20250718135705NAL0001851025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serista Group 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 SERISTA GROUP LLC.

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Plan health score

Above-average plan

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