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Original filing (PDF)20250730113150NAL0002302035001
SERA ARCHITECTS, INC.
Form 5500
FILING_RECEIVED
SERA ARCHITECTS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
73
Accounts w/ balance
145
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
8 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Registered investment companies" is 33% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERA ARCHITECTS, INC..
Plan sponsor
Name
SERA ARCHITECTS, INC.
EIN
93-0723380
Address
600 SW 10TH AVENUE, SUITE 500 · PORTLAND, OR · 97205
Phone
(503) 445-7372
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | INVESTMENT AD VISOR | $32K | — |
Investments
17 direct securities · 8 pooled funds· $17.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.8M
17 holdings
Common Collective Trust
$5.2M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment companies | — | — | — | $5.7M | 33.3% | |
| SCHWAB INDEXED RETIREMENT 2030 I SCHWAB · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.9M | 11.0% | |
| Dodge & Cox Stock X Registered investment companies | — | — | — | $1.1M | 6.3% | |
| Dodge & Cox Income X Registered investment companies | — | — | — | $992K | 5.8% | |
| American Funds Europacific Gr R6 Registered investment companies | — | — | — | $910K | 5.4% | |
| SCHWAB INDEXED RETIREMENT 2050 I SCHWAB · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $864K | 5.1% | |
| SCHWAB INDEXED RETIREMENT 2040 I SCHWAB · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $770K | 4.5% | |
| Impax Large Cap Fund Instl Registered investment companies | — | — | — | $665K | 3.9% | |
| SCHWAB INDEXED RETIREMENT 2055 I SCHWAB · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $533K | 3.1% | |
| JPMorgan Mid Cap Growth R6 Registered investment companies | — | — | — | $518K | 3.0% | |
| SCHWAB INDEXED RETIREMENT 2045 I SCHWAB · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $474K | 2.8% | |
| Fidelity Extended Market Index Registered investment companies | — | — | — | $451K | 2.7% | |
| Transamerica Stable Value Beacon Option Guaranteed investment contract | — | — | — | $365K | 2.1% | |
| MFS Growth R6 Registered investment companies | — | — | — | $361K | 2.1% | |
| SCHWAB INDEXED RETIREMENT 2035 I SCHWAB · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $306K | 1.8% | |
| Fidelity Total International Index Registered investment companies | — | — | — | $276K | 1.6% | |
| Victory Sycamore Established Value R6 Registered investment companies | — | — | — | $256K | 1.5% | |
| WASATCH CORE GROWTH CIT A SEI · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $253K | 1.5% | |
| SCHWAB INDEXED RETIREMENT 2060 I SCHWAB · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $148K | 0.9% | |
| Goldman Sachs Small Cap Value Insights R6 Registered investment companies | — | — | — | $66K | 0.4% | |
| with maturity dates through 2052 -0- | — | — | — | $62K | 0.4% | |
| Calvert Bond I Registered investment companies | — | — | — | $38K | 0.2% | |
| DFA Intl Sustainability Core 1 Registered investment companies | — | — | — | $36K | 0.2% | |
| Calvert Small Cap I Registered investment companies | — | — | — | $29K | 0.2% | |
| Fidelity Us Bond Index Registered investment companies | — | — | — | $27K | 0.2% |
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