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Sponsor portfolio

SERENITY HOMES & EDUCATIONAL SERVICES

EIN 84-1198543-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
285
14364 E. EVANS AVE - AURORA, CO 80014303-696-1154
Plans on this EIN
2 filings
#002403b-$2.5M - 77 part#001403b-$761K - 208 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 285 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SMITH AGENCY 403(B) (#002)77%
  • SERENITY 403(B) (#001)23%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERENITY 403(B) (#001)208
  • SMITH AGENCY 403(B) (#002)77
Total 285Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITH AGENCY 403(B) PLAN

403b

Assets$2.5M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SERENITY 403(B) PLAN

403b

Assets$761K
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMITH AGENCY 403(B) PLAN403b$2.5M772025
001SERENITY 403(B) PLAN403b$761K2082025
Retirement plans
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