Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
SERENE MINDS LLC
EIN 47-2679289mental health careLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
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 / $1.6M assets / 14 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
SERENE MINDS LLC CASH BALANCE PLAN
CashBalance
Assets$950K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SERENE MINDS LLC 401(K) PLAN
401k
Assets$689K
Participants7
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 | SERENE MINDS LLC CASH BALANCE PLAN | CashBalance | $950K | 7 | 2024 | |
| 001 | SERENE MINDS LLC 401(K) PLAN | 401k | $689K | 7 | 2024 |
Retirement plans