Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SER- JOBS FOR PROGRESS, INC.
EIN 94-2188609education managementLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
138
255 N. FULTON STREET #106 - FRESNO, CA 93701559-452-0881serincorporated.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 138 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SER- JOBS FOR PROGRESS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SER- JOBS FOR PROGRESS, INC. 401(K) PLAN
401k
Assets$1.1M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SER- JOBS FOR PROGRESS, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 70 | 2025 | |
| 001 | SER- JOBS FOR PROGRESS, INC. 401(K) PLAN | 401k | $1.1M | 68 | 2025 |
Retirement plans