Plan Snapshot
- Plan Sponsor: Serrala Americas, INC.
- Sponsor EIN: 300647153
- Sponsor Address: 200 N LASALLE STREET #2460, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $20.3M
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 | 91 | $20.3M | $402,142 | $914,526 |
| 2023 | 96 | $20.9M | $475,529 | $1.1M |
| 2022 | 120 | $19.7M | $446,579 | $1.0M |
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 |
|---|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | RIA | $10,292 | — | $10,292 |
| BELFINT LYONS & SHUMAN P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RMR WEALTH BUILDERS, INC. — RIA
- BELFINT LYONS & SHUMAN P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,292
- Estimated Expense Ratio: 0.051% 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 | $54,942 | $10,292 | $41,120 | — | — |
| 2023 | $50,472 | — | $45,852 | — | — |
| 2022 | $46,868 | $44,753 | — | — | $2,115 |