# Serenity Lane Health Services DC Plan
Source: https://planprovider.pro/companies/serenity-lane-health-services-943113708-001

> Serenity Lane Health Services's DC plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Serenity Lane Health Services

- **Sponsor EIN:** 943113708

- **Sponsor Address:** P.O. BOX 8549, COBURG, OR, 97408

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 151

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|151|$3.0M|$467,705|$0|

| 2023|151|$2.9M|$342,362|$0|

| 2022|139|$2.6M|$0|$0|

## 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|

| PRIME PENSIONS NORTHWEST, LLC|Recordkeeper|$24,707|—|$24,707|

| MARTIN CAPITAL PARTNERS LLC|Investment Advisor|$20,339|—|$20,339|

| BVAL CPAS & ADVISORS LLP|Auditor|$9,800|—|$9,800|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,846

- **Estimated Expense Ratio:** 1.824% of plan assets

### 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|

| 2024|$55,920|$20,339|—|$9,800|—|

| 2023|$52,182|$19,503|—|$9,400|—|

| 2022|$49,837|$21,349|—|—|$27,755|

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