How big is Serenity Investment LLC's plan?

Serenity Investment LLC's plan reported $4K in assets and 30 participants for 2024.

Original filing (PDF)20250720100639NAL0000217377001

Serenity Investment LLC

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

Form 5500-SF

FILING_RECEIVED

Serenity 401(k) Plan

401(k) retirement plan · Serenity Investment LLC's Serenity 401(k) Plan held $4K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Nick Rice signed Serenity Investment LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Investment LLC's EIN is 87-3091923.

EIN 87-3091923

Plan number 001

Plan year 2024

ACK ID 20250720100639NAL0000217377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Serenity Investment 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 SERENITY INVESTMENT 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off