Sera Architects 401(k) match, vesting and fees
What Sera Architects' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Hoffman, Stewart & Schmidt, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Sera Architects: employer contribution per participant | $479 | |
| Peer median | $2,521 |
| Sera Architects: average balance | $117,302 | |
| Peer median | $75,833 |
| Sera Architects: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18M at the end of plan year 2021 to $17M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 150 | $17M | $70K | $479 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 198 | $16.8M | $492K | $2,661 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 227 | $14.8M | $585K | $2,884 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 202 | $18M | $619K | $3,347 | 0.11% | Not published | Form 5500 ↗ |
Other Sera Architects plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sera Architects, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Hoffman, Stewart & Schmidt, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Sera Architects match 401(k) contributions?
The match terms for the Sera Architects, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $70K in employer contributions, about $479 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sera Architects 401(k) match vested?
The vesting schedule for the Sera Architects, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sera Architects 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Sera Architects, Inc..
I left Sera Architects. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sera Architects, Inc., (503) 445-7372) or the recordkeeper, Transamerica Retirement Solutions. The Sera Architects old 401(k) page lists the contacts from every plan filing. Find an old Sera Architects 401(k)
Data from the public Form 5500 annual reports Sera Architects filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sera Architects. Not financial advice. Report a correction · Methodology