# Serc Reliability Corporation 401(k) Plan
Source: https://planprovider.pro/companies/serc-reliability-corporation-plan

> Serc Reliability Corporation's 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Serc Reliability Corporation

- **Sponsor EIN:** 203311003

- **Sponsor Address:** 13320 BALLANTYNE CORPORATE PLACE, CHARLOTTE, NC, 28277

- **Plan Type:** 401(k)

- **Total Participants:** 110

- **Total Assets:** $34.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|110|$34.1M|$2.5M|$1.7M|

| 2023|104|$27.6M|$3.1M|$1.5M|

| 2022|100|$19.9M|$1.9M|$1.4M|

## 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|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — 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|$6,148|$3,073|—|—|—|

| 2023|$3,810|$585|—|—|—|

| 2022|$1,220,318|—|$2,544|—|—|

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