Hearthstone Senior Communities INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hearthstone Senior Communities INC
  • Sponsor EIN: 232856813
  • Sponsor Address: TWO BALA PLAZA, BALA CYNWYD, PA, 19004
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1,002
  • Total Assets: $2.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,002$2.0M$0$347,254
2023667$2.2M$0$267,356
2022582$2.1M$0$249,165

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