Plan Snapshot
- Plan Sponsor: Seran Bioscience, LLC
- Sponsor EIN: 811752632
- Sponsor Address: 63047 LAYTON AVENUE, BEND, OR, 97701
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $9.0M | $1.1M | $1.7M |
| 2023 | 169 | $5.1M | $802,683 | $1.3M |
| 2022 | 131 | $2.7M | $389,309 | $725,051 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KERNUTT STOKES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $77,269 | $36,883 | — | — | — |
| 2023 | $50,084 | $25,025 | — | — | — |
| 2022 | $140,857 | — | $19,234 | — | — |