How big is Serene Congregate Living LLC's plan?

Serene Congregate Living LLC's plan reported $23K in assets and 103 participants for 2023.

Original filing (PDF)20241003115934NAL0019572098001

Serene Congregate Living LLC

Name: Serene Congregate Living LLC — Serene Congregate, Form 5500 (2023)
Creator: Serene Congregate Living LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serene Congregate Living 401(k) Plan

401(k) retirement plan · Serene Congregate Living LLC's Serene Congregate Living 401(k) Plan held $23K in plan assets for 103 participants in 2023.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Shirley Horner signed Serene Congregate Living LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — 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

Serene Congregate Living LLC's EIN is 82-1600941.

EIN 82-1600941

Plan number 001

Plan year 2023

ACK ID 20241003115934NAL0019572098001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Serene Congregate Living LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Serene Congregate Living LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERENE CONGREGATE LIVING LLC.

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Plan health score

Above-average plan

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

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score