Plan Snapshot
- Plan Sponsor: Cerenity Senior Care
- Sponsor EIN: 363517696
- Sponsor Address: 6499 UNIVERSITY AVE NE, MINNEAPOLIS, MN, 55432
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 621 | $18.3M | $4,849 | $1.2M |
| 2023 | 509 | $16.0M | $0 | $902,073 |
| 2022 | 498 | $13.8M | $0 | $905,083 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $7,731 | — | $7,731 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,731
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $20,861,012 | — | — | — | — |
| 2024 | $7,731 | — | — | — | — |
| 2023 | $9,739 | — | — | $2,155 | — |
| 2022 | $15,855 | — | — | — | — |