How big is Serenus Wealth Advisors LLC's plan?

Serenus Wealth Advisors LLC's plan reported $188K in assets and 6 participants for 2025.

Original filing (PDF)20260501151312NAL0001288865001

Serenus Wealth Advisors LLC

Name: Serenus Wealth Advisors LLC — Serenus Wealth, Form 5500 (2025)
Creator: Serenus Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serenus Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Serenus Wealth Advisors LLC's Serenus Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust held $188K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

Edward Rojas signed Serenus Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Serenus Wealth Advisors LLC's EIN is 99-3483437.

EIN 99-3483437

Plan number 001

Plan year 2025

ACK ID 20260501151312NAL0001288865001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Serenus Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Serenus Wealth Advisors 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 SERENUS WEALTH ADVISORS LLC.

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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