Serena & Lily, Inc. 401(k) Plan: Login, Facts & Contact Information
Serena & Lily, Inc. 401(k) Login
113 former Serena & Lily, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Serena & Lily, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.72 million went into the plan in contributions.
- $2.23 million was paid out to participants.
- Investment and other income added $1.29 million.
- Administrative expenses were $39,263, about $82 per account.
How the Serena & Lily, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 311 | $4.11 million | — | $219,710 |
| 2020 | 449 | $5.63 million | — | $292,889 |
| 2021 | 547 | $7.49 million | — | $532,682 |
| 2022 | 549 | $7.94 million | — | $607,320 |
| 2023 | 716 | $10.6 million | $18,694 | $634,760 |
| 2024 | 487 | $12.3 million | — | $2.23 million |
Serena & Lily, Inc. 401(k) Contact Information
Questions about the Serena & Lily, Inc. 401(k)
Does Serena & Lily, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Serena & Lily, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Serena & Lily, Inc 401(k) plan?
487 participants at the start of plan year 2024, 457 of them active employees, and 113 former employees who still had money in the plan.
What is the average 401(k) balance at Serena & Lily, Inc?
About $25,626 per account: $12.3 million in plan assets across 479 accounts with a balance at the end of plan year 2024.
Who manages the Serena & Lily, Inc 401(k) accounts?
Newport (an Ascensus company) (listed on the filing as PORTICO WEALTH ADVISORS, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Serena & Lily, Inc. How do I access my 401(k)?
Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.