# Brookdale Senior Living INC. 401(k) Plan
Source: https://planprovider.pro/companies/brookdale-senior-living-inc-401k-plan

> Brookdale Senior Living INC.'s 401(k) plan: 34,384 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brookdale Senior Living INC.

- **Sponsor EIN:** 203068069

- **Sponsor Address:** 105 WESTWOOD PL., BRENTWOOD, TN, 37024

- **Plan Type:** 401(k)

- **Total Participants:** 34,384

- **Total Assets:** $466.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|34,384|$466.1M|$4.4M|$31.4M|

| 2023|35,610|$446.3M|$5.3M|$30.7M|

| 2022|33,118|$411.1M|$3.7M|$33.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$685,807|—|$685,807|

| JANEY MONTGOMERY SCOTT|INVESTMENT ADVISORY|$70,000|—|$70,000|

| BROOKDALE SENIOR LIVING|INVESTMENT ADVISORY|$14,650|—|$14,650|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JANEY MONTGOMERY SCOTT](https://planprovider.pro/provider/janney-montgomery-scott-llc) — INVESTMENT ADVISORY

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $770,457

- **Estimated Expense Ratio:** 0.165% 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|$770,457|$84,650|$685,807|—|—|

| 2023|$784,571|$56,698|$713,623|$14,250|—|

| 2022|$914,437|$78,882|$797,021|—|$38,534|

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