Form 5500 Search

SERENITY INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
11,618
Total plan assets
$703.9M
Filings (rows)
5
Direct comp
$136K
Indirect comp
$242
Aggregating 2 name variants under "SERENITY INVESTMENT"

SERVICES PROVIDED

Advisor / Consultant3
Other2

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
COOLSYS, INC.
COOLSYS, INC. 401(K) PLAN
BREA, CA
Advisor / Consultant
INVESTMENT ADVISORY
3,686$219.3M$45K
COOLSYS, INC.
COOLSYS, INC. 401(K) PLAN
BREA, CA
Advisor / Consultant
INVESTMENT ADVISORY
3,056$183.9M$30K
COOLSYS, INC.
COOLSYS, INC. 401(K) PLAN
BREA, CA
Advisor / Consultant
INVESTMENT ADVISORY
2,954$148.7M$20K
VEE PAK, LLC
VEE PAK, LLC 401 (K) PLAN
HODGKINS, IL
Other
NONE
0$77.1M$28K
VOYANT BEAUTY, LLC
VOYANT BEAUTY, LLC 401(K) PLAN
HODGKINS, IL
Other
NONE
1,922$74.8M$14K
SERENITY INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search