Sera Architects, Inc. Profit Sharing Plan
Sponsored by Sera Architects, Inc. · EIN 930723380 · Plan #002
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 73
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,533 |