Plan5500

Serco Inc. 401(K) Retirement Plan — Form 5500 plan (Serco Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Serco Inc. 401(K) Retirement Plan is a benefit plan reported by Serco Inc. under EIN 22-2902286 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,201 participants and $660,904,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Serco Inc.
EIN
22-2902286
Plan number
003
Plan type
2
Location
Herndon, VA
Latest filing year
2023
Participants
12,201
End-of-year plan assets
$660,904,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,201H, C20241001171853NAL0014472930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$660,904,262
Total liabilities (EOY)
$0
Net assets (EOY)
$660,904,262
Net assets (BOY)
$552,314,290

Income & contributions

Employer contributions
$19,949,451
Participant contributions
$45,486,895
Total contributions
$71,819,815
Total income / additions
$174,578,230

Expenses & distributions

Benefits paid
$63,795,170
Administrative expenses
$2,114,954
Total expenses
$65,966,939
Net increase / (decrease)
$108,611,291

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan ServicesRECORD KEEPER$577,351$02023
Voya Retirement Advisors, LLCINVEST ADVISOR$388,453not reported in the loaded dataset2023
Sage View AdvisoryCONSULTANT$85,000not reported in the loaded dataset2023

Related Form 5500 pages