Serena & Lily, Inc.401(k)
SERENA & LILY, INC. 401(K) PLAN · SAUSALITO, CA · plan year 2024
Serena & Lily, Inc. reported $39,263 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.63% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (4,928th of 9,483), and the 2,232nd of 5,215 in retail trade. active participation has shrunk from 563 to 457 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Serena & Lily, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 205856840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.