PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Serenity Pools LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Serenity Pools LLC

EIN 85-2858543-Construction-Latest filing 2025
Plans
3
Retirement
2
$358K assets
Welfare
1
Participants
23
8142 CONCORD RD - DELAWARE, OH 43015614-562-2130
Plans on this EIN
3 filings
#002Cash balance-$226K - 8 part#001401(k)-$132K - 12 part#501Self-funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $358K assets / 20 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $358KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)8
Total 20Click 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

SERENITY POOLS LLC CASH BALANCE PLAN

Cash balance

Assets$226K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SERENITY POOLS 401(K) PROFIT SHARING PLAN

401(k)

Assets$132K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERENITY POOLS SOCA BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SERENITY POOLS LLC CASH BALANCE PLANCash balance$226K82025
001SERENITY POOLS 401(K) PROFIT SHARING PLAN401(k)$132K122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERENITY POOLS SOCA BENEFIT PLANSelf-funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica