How big is Serenity Homes & Educational Services' plan?

Serenity Homes & Educational Services' plan reported $567K in assets and 187 participants for 2024.

Original filing (PDF)20251003134200NAL0003537922001

Serenity Homes & Educational Services

Name: Serenity Homes & Educational Services — Serenity, Form 5500 (2024)
Creator: Serenity Homes & Educational Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serenity 403(b) Plan

401(k) retirement plan · Serenity Homes & Educational Services' Serenity 403(b) Plan held $567K in plan assets for 187 participants in 2024.

Signals · 1

No auditor on file

Active participants

187

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

People on this filing

Ginger Munroe signed Serenity Homes & Educational Services' 2024 Form 5500 as plan administrator.

Ginger Munroe — 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 Homes & Educational Services' EIN is 84-1198543.

EIN 84-1198543

Plan number 001

Plan year 2024

ACK ID 20251003134200NAL0003537922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serenity Homes & Educational Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, 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 HOMES & EDUCATIONAL SERVICES.

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Plan health score

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

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score