How big is Sertis Inc.'s plan?

Sertis Inc.'s plan reported $7K in assets and 7 participants for 2025.

Original filing (PDF)20260504220429NAL0000323841002

Sertis Inc.

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

Form 5500-SF

FILING_RECEIVED

Sertis Inc. 401(k) Plan

401(k) retirement plan · Sertis Inc.'s Sertis Inc. 401(k) Plan held $7K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Elantha Barry signed Sertis Inc.'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

Sertis Inc.'s EIN is 92-1304260.

EIN 92-1304260

Plan number 001

Plan year 2025

ACK ID 20260504220429NAL0000323841002

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SERTIS INC.

EIN

all filings

Address

575 FOREST ST · SUITE 208 · RENO, NV · 89509

Phone

(775) 870-0933

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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