Original filing (PDF)20250731150459NAL0006236897001

SERENITY FOUNDATION OF TEXAS

Name: SERENITY FOUNDATION OF TEXAS — SERENITY FOUNDATION OF TEXAS EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: SERENITY FOUNDATION OF TEXAS

Form 5500-SF

FILING_RECEIVED

SERENITY FOUNDATION OF TEXAS EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

161

Accounts w/ balance

Plan assets (EOY)

$808K

Net assets (EOY)

$808K

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERENITY FOUNDATION OF TEXAS.

Plan sponsor

Name

SERENITY FOUNDATION OF TEXAS

EIN

75-1571205