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Sponsor portfolio

SERA EDGEWOOD INC.

EIN 86-1285132-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
4
332 SPRINGFIELD AVENUE, SUITE 207 - SUMMIT, NJ 07901973-556-4620
Plans on this EIN
2 filings
#001401k-$1.6M - 2 part#002TraditionalDB-$719K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • EDGEWOOD INC. PENSION (#002)30%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • EDGEWOOD INC. PENSION (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SERA EDGEWOOD INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SERA EDGEWOOD INC. PENSION PLAN

TraditionalDB

Assets$719K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SERA EDGEWOOD INC. 401(K) PROFIT SHARING PLAN401k$1.6M22025
002SERA EDGEWOOD INC. PENSION PLANTraditionalDB$719K22024
Retirement plans
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