# Seran Bioscience, LLC 401(k) Plan
Source: https://planprovider.pro/companies/anthony-georger-401k-plan

> Seran Bioscience, LLC's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$40,386|—|$40,386|

| ASCENT CAPITAL MANAGEMENT|ADVISOR|$35,466|—|$35,466|

| KERNUTT STOKES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KERNUTT STOKES](https://planprovider.pro/provider/kernutt-stokes-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,852

- **Estimated Expense Ratio:** 0.845% of plan assets

### 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|—|—|

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