Plan Snapshot
- Plan Sponsor: Senior Lifestyle Corporation
- Sponsor EIN: 363398105
- Sponsor Address: 303 E. WACKER DRIVE, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 5,024
- Total Assets: $33.2M
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 | 5,024 | $33.2M | $408,781 | $3.6M |
| 2023 | 6,989 | $31.1M | $443,151 | $3.1M |
| 2022 | 5,752 | $26.1M | $340,691 | $2.9M |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS P.C. | 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 | $270,499 | — | — | — | — |
| 2023 | $264,693 | — | $264,693 | — | — |
| 2022 | $255,708 | — | $254,832 | — | $876 |