# Serge Global, INC. DC Plan
Source: https://planprovider.pro/companies/serge-global-inc-plan

> Serge Global, INC.'s DC plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Serge Global, INC.

- **Sponsor EIN:** 232223692

- **Sponsor Address:** 101 WEST AVENUE, STE 305, JENKINTOWN, PA, 19046

- **Plan Type:** DC

- **Total Participants:** 226

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|226|$14.3M|$1.0M|$448,791|

| 2023|202|$11.7M|$936,925|$365,861|

| 2022|179|$9.5M|$866,448|$346,067|

## 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|

| BDG-CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDG-CPAS](https://planprovider.pro/provider/bdg-cpas) — 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|$40,640|$1,015|—|—|—|

| 2023|$34,597|$1,850|—|—|—|

| 2022|$31,340|$796|—|—|—|

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