How big is Serendipit Consulting, LLC.'s plan?

Serendipit Consulting, LLC.'s plan reported $744K in assets and 3 participants for 2024.

Original filing (PDF)20250730122014NAL0002340563002

Serendipit Consulting, LLC.

Name: Serendipit Consulting, LLC. — Serendipit Consulting, Form 5500 (2024)
Creator: Serendipit Consulting, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serendipit Consulting 401(k) Profit Sharing Plan

401(k) retirement plan · Serendipit Consulting, LLC.'s Serendipit Consulting 401(k) Profit Sharing Plan held $744K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

People on this filing

Alexis Krisay signed Serendipit Consulting, LLC.'s 2024 Form 5500 as plan administrator.

Alexis Krisay — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Serendipit Consulting, LLC.'s EIN is 26-3742503.

EIN 26-3742503

Plan number 001

Plan year 2024

ACK ID 20250730122014NAL0002340563002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Serendipit Consulting, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Serendipit Consulting, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SERENDIPIT CONSULTING, LLC.

EIN

all filings

Address

407 W OSBORN RD · PHOENIX, AZ · 85013

Phone

(602) 283-5209

Industry

Professional & Technical Services

Plan administrator