Assets by plan
Share of aggregate retirement assets
Filings through .
Serene Minds LLC
EIN 47-2679289mental health careLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Health & Benefits
0
Participants
18
410 FOULK ROAD #102 - WILMINGTON, DE 19803302-478-6199serenemindsllc.comLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 18 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SERENE MINDS LLC CASH BALANCE PLAN
Cash balance
Assets$1.3M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SERENE MINDS LLC 401(K) PLAN
401(k)
Assets$891K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SERENE MINDS LLC CASH BALANCE PLAN | Cash balance | $1.3M | 7 | 2025 |
| #001 | SERENE MINDS LLC 401(K) PLAN | 401(k) | $891K | 11 | 2025 |
- #002 · Cash balance · 20257
- #001 · 401(k) · 202511
Retirement plans