Taylor Blythe signed SERA Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SERA Architects, Inc.'s EIN is 93-0723380.
Download the official 2024 Form 5500 (PDF) for SERA Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SERA Architects, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SERA Architects, Inc. company stock Company Stock | Common Stocks | — | $1.2M | $5.9M | 56.4% | |
| RBC IMPACT BD FD INST Shares of registered investment companies | Other securities | — | $922K | $805K | 7.7% | |
| CALVERT BOND FD I Shares of registered investment companies | U.S. Treasuries | — | $814K | $792K | 7.6% | |
| IMPAX GLOBAL ENVIRON MKTS INSTL Shares of registered investment companies | Other securities | — | $556K | $655K | 6.3% | |
| PIMCO ALL ASSET FUND INSTL Shares of registered investment companies | Mutual Funds | — | $593K | $556K | 5.3% | |
| KBI GLBL INVESTORS AQUAR IUS INST Shares of registered investment companies | Other securities | — | $301K | $271K | 2.6% | |
| EVENTIDE HEALTHCARE & LIFE SCIENCE I Shares of registered investment companies | Other securities | — | $293K | $250K | 2.4% | |
| IMPAX ELLEV GLBL WOMEN LDRSHP INSTL Shares of registered investment companies | Other securities | — | $219K | $242K | 2.3% | |
| CALVERT SHORT DURATION INCOME I Shares of registered investment companies | Other securities | — | $242K | $237K | 2.3% | |
| APPLE INC Common Stock | Common Stocks | — | $23K | $37K | 0.4% | |
| MICROSOFT CORP Common Stock | Common Stocks | — | $17K | $32K | 0.3% | |
| NU HOLDINGS LTD Common Stock 383 NVIDIA CORP Common Stock | Common Stocks | — | $4K | $31K | 0.3% | |
| INTERCONTINENTAL EXCHANGE INC. Common Stock | Common Stocks | — | $14K | $18K | 0.2% | |
| AMAZON COM INC Common Stock | Common Stocks | — | $11K | $17K | 0.2% | |
| AMERICAN WATER WORKS CO Common Stock | Common Stocks | — | $19K | $16K | 0.2% | |
| PEARSON PLC ADR Common Stock | Common Stocks | — | $11K | $15K | 0.1% | |
| KASIKORNBANK PUBLIC Common Stock | Common Stocks | — | $12K | $15K | 0.1% | |
| J P MORGAN CHASE & CO Common Stock | Common Stocks | — | $11K | $14K | 0.1% | |
| SCHWAB GOVERNMENT MONEY FUND Shares of registered investment companies | Mutual Funds | — | $13K | $13K | 0.1% | |
| CHUNGHWA TELECM NEW ADRF Common Stock | Common Stocks | — | $12K | $13K | 0.1% | |
| HAIER SMART HOME CO Common Stock 504 HANG SENG BK Common Stock | Common Stocks | — | $14K | $12K | 0.1% | |
| TELSTRA GROUP LTD Common Stock | Common Stocks | — | $12K | $12K | 0.1% | |
| DIAGEO PLC Common Stock | Common Stocks | — | $15K | $11K | 0.1% | |
| TENCENT MUSIC ENTMT Common Stock 556 TESLA MOTORS INC Common Stock | Common Stocks | — | $5K | $11K | 0.1% | |
| TAIWAN SEMICONDUCTOR MFG CO ADR Common Stock | Common Stocks | — | $8K | $10K | <0.1% | |
| OMNICOM GROUP Common Stock | Common Stocks | — | $9K | $10K | <0.1% | |
| MARTIN MARIETTA MATLS INC Common Stock 516 META PLATFORMS INC Common Stock | Common Stocks | — | $5K | $10K | <0.1% | |
| EQUINIX INC NEW Shares of registered investment companies | Common Stocks | — | $8K | $9K | <0.1% | |
| SYLVAMO CORP Common Stock 79 T J X COS INC Common Stock | Common Stocks | — | $6K | $9K | <0.1% | |
| MINERAL RESOURCES Common Stock 502 481 MOBILE TELESYSTEMS Common Stock | Common Stocks | — | — | $9K | <0.1% | |
| WAL-MART DE CV SPN ADR F Common Stock | Common Stocks | — | $10K | $9K | <0.1% | |
| DASSAULT SYSTEMS SA ADR Common Stock | Common Stocks | — | $8K | $8K | <0.1% | |
| ALLEGHENY TECH INC NEW Common Stock 495 ALPHABET INC. Common Stock | Common Stocks | — | $5K | $8K | <0.1% | |
| BANCO SANTANDER NEW ADR Common Stock | Common Stocks | — | $8K | $7K | <0.1% | |
| SHERWIN WILLIAMS CO Common Stock | Common Stocks | — | $7K | $7K | <0.1% | |
| BROADCOM LIMITED Common Stock | Common Stocks | — | $4K | $7K | <0.1% | |
| CITIGROUP INC Common Stock | Common Stocks | — | $5K | $7K | <0.1% | |
| INFOSYS TECH SPON ADR Common Stock | Common Stocks | — | $7K | $7K | <0.1% | |
| X A SPONSORED ADR Common Stock | Common Stocks | — | $6K | $7K | <0.1% | |
| ABERCROMBIE & FITCH CL A Common Stock 897 ACCENTURE PLC CL A Common Stock | Common Stocks | — | $5K | $7K | <0.1% | |
| DAIWA SECS GROUP INC Common Stock | Common Stocks | — | $7K | $7K | <0.1% | |
| PARAMOUNT GLOBAL Common Stock | Common Stocks | — | $7K | $7K | <0.1% | |
| HDFC BANK LIMITED ADR Common Stock | Common Stocks | — | $7K | $7K | <0.1% | |
| AUTODESK Common Stock | Common Stocks | — | $5K | $7K | <0.1% | |
| VISA INC CL A Common Stock 632 VONOVIA SE Common Stock | Common Stocks | — | $6K | $6K | <0.1% | |
| PROCORE TECHNOLOGIES Common Stock 599 PROGRESSIVE CO OHIO Common Stock | Common Stocks | — | $3K | $6K | <0.1% | |
| AJINOMOTO INC Common Stock | Common Stocks | — | $6K | $6K | <0.1% | |
| SBERBANK ADR OFAC ES Common Stock | Common Stocks | — | — | $6K | <0.1% | |
| AUTO DATA PROCESSING Common Stock 878 AUTO TRADER GROUP P Common Stock | Common Stocks | — | $6K | $6K | <0.1% | |
| TENCENT HOLDINGS ADR Common Stock | Common Stocks | — | $5K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
