PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SERENITY INVESTMENT LLC
Sponsor portfolio

SERENITY INVESTMENT LLC

EIN 87-3091923-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$7K assets
Welfare
0
Participants
46
1123 N ALEXANDRIA AVE - LOS ANGELES, CA 90029323-818-6660
Plans on this EIN
2 filings
#001401k-$5K - 30 part#002401k-$2K - 16 part

Retirement portfolio analytics

2 plans aggregated / $7K assets / 46 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SERENITY 401K PLAN (#001)76%
  • INVESTMENT LLC 401(K) (#002)24%
Total $7KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERENITY 401K PLAN (#001)30
  • INVESTMENT LLC 401(K) (#002)16
Total 46Click 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

SERENITY 401K PLAN

401k

Assets$5K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SERENITY INVESTMENT LLC 401(K) PLAN

401k

Assets$2K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SERENITY 401K PLAN401k$5K302025
002SERENITY INVESTMENT LLC 401(K) PLAN401k$2K162025
Retirement 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