Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMY SERIN PHD, PLLC DBA SERIN CENTER
EIN 35-2288961Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$492K assets
Welfare
0
Participants
8
22025 N 96TH PLACE - SCOTTSDALE, AZ 85255480-363-9865
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $492K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SERIN CENTER CASH BALANCE PLAN
CashBalance
Assets$298K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SERIN CENTER PROFIT SHARING PLAN
ProfitSharing
Assets$194K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SERIN CENTER CASH BALANCE PLAN | CashBalance | $298K | 4 | 2024 | |
| 001 | SERIN CENTER PROFIT SHARING PLAN | ProfitSharing | $194K | 4 | 2024 |
Retirement plans