Plan Ledger DOL Form 5500 · updated monthly

Serenity Tms Centers, LLC401(k)

SERENITY TMS CENTERS, LLC 401(K) PLAN · LEHI, UT · plan year 2022

Reported admin expense ratio · 2022
0.42%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Serenity Tms Centers, LLC reported $1,795 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Utah (818th of 848), and 11,238th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$634,515
Participants with balances69
Active participants299
Employer contributions$0
Employee contributions$529,724
Employer contribution per active participant$0
Average account balance$9,196
Benefits paid to participants$48,402
Plan auditUnmodified (clean) audit opinion
AuditorLARSON & COMPANY PC
The Serenity Tms Centers, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Serenity Tms Centers, LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,795 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Pdc Mso LLC UT$582K
Kmom, LLC UT$204K · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822138262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.