Serrala Americas, Inc. 401(k) Plan
Sponsored by Serrala Americas, Inc. · EIN 300647153 · Plan #002
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 91
- With balances
- 152
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rmr Wealth Builders, Inc. CRD 169005 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rmr Wealth Builders, Inc. | Investment advisory (participants) | $10,292 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $4,296 |