How big is Serving Seniors' plan?

Serving Seniors' plan reported $4.5M in assets and 118 participants for 2024.

Original filing (PDF)20251007135746NAL0004676753001

Serving Seniors

Name: Serving Seniors — Serving Seniors 403(b) Plan, Form 5500 (2024)
Creator: Serving Seniors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serving Seniors 403(b) Plan

403(b) retirement plan · Serving Seniors' Serving Seniors 403(b) Plan held $4.5M in plan assets for 118 participants in 2024.

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Serving Seniors' EIN is 95-2850121.

EIN 95-2850121

Plan number 001

Plan year 2024

ACK ID 20251007135746NAL0004676753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serving Seniors' plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERVING SENIORS.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score