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  2. Sera Architects, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sera Architects, Inc.

EIN 93-0723380-architecture & planning-Latest filing 2025
Plans
3
Retirement
2
$26.7M assets
Health & Benefits
1
$1.1M premiums
Participants
425
600 SW 10TH AVENUE, SUITE 500 - PORTLAND, OR 97205503-445-7372LinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#002401(k)-$15.4M - 130 part#003ESOP-$11.3M - 219 part#501Fully insured-$1.1M - 105 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $26.7M assets / 349 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$15.4M
  • EMPLOYEE STOCK OWNERSHIP (#003)$11.3M
Total $26.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TRANSAMERICA RETIREMENT SOLUTIONS$15.4M
  • (Not disclosed)$11.3M
Total $26.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)219
  • PROFIT SHARING PLAN (#002)130
Total 349Select a row to open it

Benefits portfolio analytics

1 plan / $1.1M premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Health$981K
  • Vision$981K
  • Prescription drug$981K
  • Dental$68K
  • Life$59K
  • +2 more
Total $1.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SERA ARCHITECTS, INC. PROFIT SHARING PLAN

401(k)

Assets$15.4M
Participants130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.3M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SERA ARCHITECTS WELFARE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives105
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SERA ARCHITECTS, INC. PROFIT SHARING PLAN401(k)$15.4M1302025
#003SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.3M2192025
  • SERA ARCHITECTS, INC. PROFIT SHARING PLAN$15.4M
    #002 · 401(k) · 2025130
  • SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$11.3M
    #003 · ESOP · 2025219

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SERA ARCHITECTS WELFARE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M1052024
  • SERA ARCHITECTS WELFARE BENEFIT PLAN$1.1M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2024105
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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