2023 Form 5500 filing — Serco Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001171853NAL0014472930001) for Serco Inc. 401(K) Retirement Plan, reported by Serco Inc. under EIN 22-2902286 and plan number 003. It reports 12,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001171853NAL0014472930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serco Inc.
- EIN
- 22-2902286
- Plan number
- 003
- Location
- Herndon, VA
- Participants
- 12,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $660,904,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $660,904,262
- Employer contributions
- $19,949,451
- Participant contributions
- $45,486,895
- Total income / additions
- $174,578,230
- Benefits paid
- $63,795,170
- Administrative expenses
- $2,114,954
- Total expenses
- $65,966,939
- Net increase / (decrease)
- $108,611,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $577,351 | $0 |
| Voya Retirement Advisors, LLC | INVEST ADVISOR | $388,453 | not reported in the loaded dataset |
| Sage View Advisory | CONSULTANT | $85,000 | not reported in the loaded dataset |