How big is Serenity Wellness' plan?

Serenity Wellness' plan reported $77K in assets and 8 participants for 2024.

Original filing (PDF)20250708083032NAL0006656368001

Serenity Wellness

Name: Serenity Wellness — Serenity Wellness 401(k) Plan, Form 5500 (2024)
Creator: Serenity Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serenity Wellness 401(k) Plan

401(k) retirement plan · Serenity Wellness' Serenity Wellness 401(k) Plan held $77K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Meredith Bailey signed Serenity Wellness' 2024 Form 5500 as plan administrator.

Meredith Bailey — 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

Serenity Wellness' EIN is 82-2588663.

EIN 82-2588663

Plan number 001

Plan year 2024

ACK ID 20250708083032NAL0006656368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serenity Wellness' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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