# Sermo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sermo-inc-401k-plan

> Sermo, INC.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sermo, INC.

- **Sponsor EIN:** 203980356

- **Sponsor Address:** 8 CROSBY STREET, FL 2, NEW YORK, NY, 10013

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

- **Total Participants:** 101

- **Total Assets:** $11.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|101|$11.1M|$501,053|$1.3M|

| 2023|116|$8.6M|$540,531|$1.2M|

| 2022|120|$6.4M|$442,656|$1.1M|

| 2020|60|$5.2M|$0|$0|

| 2019|51|$4.0M|$0|$0|

## 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|

| CITRIN COOPERMAN & CO., LLP|Auditor|—|—|$0|

## 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|$35,061|$24,887|$10,174|—|—|

| 2023|$30,385|$18,174|$12,211|—|—|

| 2022|$26,493|$15,230|$11,263|—|—|

| 2020|$13,929|$9,845|$4,084|—|—|

| 2019|$13,332|$8,874|$4,458|—|—|

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