Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERENDIPITY NASHVILLE INC.
EIN 82-3895215Retail TradeLatest filing 2024
Plans
2
Retirement
2
$249K assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $249K assets / 12 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
SERENDIPITY NASHVILLE CASH BALANCE PLAN
CashBalance
Assets$211K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SERENDIPITY NASHVILLE 401(K) PLAN
401k
Assets$37K
Participants9
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 | SERENDIPITY NASHVILLE CASH BALANCE PLAN | CashBalance | $211K | 3 | 2024 | |
| 001 | SERENDIPITY NASHVILLE 401(K) PLAN | 401k | $37K | 9 | 2024 |
Retirement plans