Plan Snapshot
- Plan Sponsor: Lcb Senior Living, LLC
- Sponsor EIN: 383900044
- Sponsor Address: 315 NORWOOD PARK SOUTH, SUITE 205, NORWOOD, MA, 02062
- Plan Type: 401(k)
- Total Participants: 2,831
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,831 | $23.2M | $451,758 | $4.8M |
| 2023 | 2,241 | $16.9M | $319,510 | $3.9M |
| 2022 | 1,883 | $11.9M | $306,470 | $3.1M |
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 |
|---|---|---|---|---|
| GRAY, GRAY, AND GRAY, LLP | Auditor | — | — | $0 |
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 | $248,879 | $152,007 | — | — | — |
| 2023 | $149,020 | $70,538 | — | — | — |
| 2022 | $78,546 | — | $78,546 | — | — |