Plan Snapshot
- Plan Sponsor: Benchmark Senior Living LLC
- Sponsor EIN: 043385173
- Sponsor Address: 201 JONES ROAD THIRD FLOOR WEST, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 6,949
- Total Assets: $95.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,949 | $95.0M | $2.7M | $10.5M |
| 2023 | 6,629 | $81.6M | $2.4M | $9.7M |
| 2022 | 6,233 | $68.1M | $2.4M | $8.8M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PCLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PCLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $423,536 | $91,510 | — | — | — |
| 2023 | $288,127 | $59,358 | — | — | — |
| 2022 | $288,190 | $54,283 | $136,633 | — | — |