Serve 20-28 Inc 401(k) Plan (terminated 2021): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2021. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Serve 20-28 Inc 401(k) Login
Accounts were managed by
Transamerica
Log in at TransamericaOther plans at Transamerica
Retirement plan providers can change. This information is from the plan's 2021 filing.
Serve 20-28 Inc 401(k) Plan Facts (plan year 2021)
Plan name
SERVE 20-28 INC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SERVE 20-28 INC
Participants
17
Plan year
Jan 1, 2021 – Aug 9, 2021
Plan established
Jan 1, 2018
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500-SF for plan year 2021 (Jan 1, 2021 – Aug 9, 2021), filed Nov 21, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $111,008 was paid out to participants.
How the Serve 20-28 Inc 401(k) changed, 2018–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 145 | $95,272 | $41,933 | $24,750 |
| 2019 | 111 | $210,327 | $39,103 | $10,506 |
| 2020 | 81 | $108,820 | $4,054 | $139,140 |
| 2021 (final) | 17 | $0 | — | $111,008 |
Serve 20-28 Inc 401(k) Contact Information
Phone
319-331-2793
Mailing address
327 2ND STREET SUITE 103, CORALVILLE IA 52241
Plan sponsor
SERVE 20-28 INC
Plan administrator
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Employer identification number (EIN)
20-2423337
Plan number
001
Questions about the Serve 20-28 Inc 401(k)
Is the Serve 20-28 Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021.
Does Serve 20-28 Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Serve 20-28 Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Serve 20-28 Inc 401(k) plan?
17 participants at the start of plan year 2021.
Who manages the Serve 20-28 Inc 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.
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