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Sponsor portfolio

ELM AND SERENITY LLC

EIN 84-2592205-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$5K assets
Welfare
0
Participants
13
1312 VINCENT PL FL 2 - MCLEAN, VA 221013676703-599-8031
Plans on this EIN
2 filings
#001401k-$4K - 6 part#002401k-$1K - 7 part

Retirement portfolio analytics

2 plans aggregated / $5K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN & TRUST (#001)77%
  • PLAN & TRUST (#002)23%
Total $5KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)7
  • PLAN & TRUST (#001)6
Total 13Click 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#001

ELM AND SERENITY LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELM AND SERENITY LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELM AND SERENITY LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4K62025
002ELM AND SERENITY LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1K72024
Retirement plans
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