How big is Cerenity Senior Care's plan?

Cerenity Senior Care's plan reported $18.3M in assets and 621 participants for 2024.

Original filing (PDF)20250805140830NAL0001913777001

Cerenity Senior Care

Name: Cerenity Senior Care — Cerenity Senior Care 403(b), Form 5500 (2024)
Creator: Cerenity Senior Care
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cerenity Senior Care 403(b) Plan

403(b) retirement plan · Cerenity Senior Care's Cerenity Senior Care 403(b) Plan held $18.3M in plan assets for 621 participants in 2024, with Fidelity as recordkeeper.

Active participants

621

Accounts w/ balance

1,028

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

People on this filing

LISA Tepley signed Cerenity Senior Care's 2024 Form 5500 as plan administrator.

LISA Tepley — 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

Cerenity Senior Care's EIN is 36-3517696.

EIN 36-3517696

Plan number 001

Plan year 2024

ACK ID 20250805140830NAL0001913777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cerenity Senior Care from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cerenity Senior Care's plan includes automatic enrollment, a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERENITY SENIOR CARE.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CERENITY SENIOR CARE

EIN

all filings

Address

6499 UNIVERSITY AVE NE · SUITE 300 · MINNEAPOLIS, MN · 55432

Phone

(763) 347-2200

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Investments

27 direct securities· $18.3M(100% of reported assets)

Mutual Funds

$17.3M

22 holdings

Common Collective Trusts

$852K

3 holdings

Bonds / Notes

$144K

1 holding

Other securities

$26K

1 holding

					% of plan
Fidelity Management Trust Company Blue Chip Growth Fund	Mutual Funds	—	—	$2.8M	15.5%
Fidelity Management Trust Company Freedom 2040 K Fund	Mutual Funds	—	—	$2.1M	11.6%
Fidelity Management Trust Company Freedom 2030 K Fund	Mutual Funds	—	—	$1.8M	10.0%
Fidelity Management Trust Company Puritan Fund	Mutual Funds	—	—	$1.7M	9.2%
Fidelity Management Trust Company Freedom 2025 K Fund	Mutual Funds	—	—	$1.6M	8.9%
Fidelity Management Trust Company Freedom 2035 K Fund	Mutual Funds	—	—	$1.3M	7.1%
Fidelity Management Trust Company Freedom 2050 K Fund	Mutual Funds	—	—	$1.3M	7.1%
Fidelity Management Trust Company Freedom 2020 K Fund	Mutual Funds	—	—	$884K	4.8%
Fidelity Management Trust Company Freedom 2055 K Fund	Mutual Funds	—	—	$732K	4.0%
Fidelity Management Trust Company Freedom 2045 K Fund	Mutual Funds	—	—	$708K	3.9%
Fidelity Management Trust Company Freedom 2015 K Fund	Mutual Funds	—	—	$685K	3.7%
Fidelity Management Trust Company 500 Index Fund	Common Collective Trusts	—	—	$648K	3.5%
Similar Party Description of Investment Cost** Value * Fidelity Management Trust Company Government Money Market Fund	Mutual Funds	—	—	$408K	2.2%
Fidelity Management Trust Company Freedom 2060 K Fund	Mutual Funds	—	—	$338K	1.8%
Fidelity Management Trust Company Freedom 2065 K Fund	Mutual Funds	—	—	$224K	1.2%
Fidelity Management Trust Company Extended Market Index Fund	Common Collective Trusts	—	—	$182K	1.0%
Fidelity Management Trust Company Diversified International Fund	Mutual Funds	—	—	$165K	0.9%
Participant Loans Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$144K	0.8%
Fidelity Management Trust Company Freedom Income K Fund	Mutual Funds	—	—	$86K	0.5%
Fidelity Management Trust Company Small Cap Growth Fund	Mutual Funds	—	—	$82K	0.4%
Fidelity Management Trust Company Freedom 2010 K Fund	Mutual Funds	—	—	$76K	0.4%
Fidelity Management Trust Company Investment Grade Bond Fund	Mutual Funds	—	—	$73K	0.4%
Fidelity Management Trust Company Low Priced Stock Fund	Mutual Funds	—	—	$62K	0.3%
Fidelity Management Trust Company Government Income Fund	Mutual Funds	—	—	$30K	0.2%
J.P. Morgan US Value R6 Fund	Other securities	—	—	$26K	0.1%
Fidelity Management Trust Company Global ex US Index Fund	Common Collective Trusts	—	—	$22K	0.1%
Similar Party Description of Investment Cost** Value * Fidelity Management Trust Company Freedom 2070 K Fund	Mutual Funds	—	—	$5K	<0.1%