# Stonegate Senior Living, LP 401(k) Plan
Source: https://planprovider.pro/companies/stonegate-senior-living-llc-401k-plan

> Stonegate Senior Living, LP's 401(k) plan: 1,375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stonegate Senior Living, LP

- **Sponsor EIN:** 752961469

- **Sponsor Address:** 1500 WATERS RIDGE DRIVE, SUITE 200, LEWISVILLE, TX, 75057

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

- **Total Participants:** 1,375

- **Total Assets:** $20.9M

## 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|1,375|$20.9M|$557|$1.0M|

| 2023|1,305|$19.9M|$0|$1.1M|

| 2022|1,269|$17.0M|$0|$1.2M|

## 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|

| ARMANINO, LLP|TPA|$9,330|—|$9,330|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,330

- **Estimated Expense Ratio:** 0.045% 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|$130,209|—|$120,879|—|—|

| 2023|$118,933|—|$108,195|—|—|

| 2022|$123,974|—|$110,340|—|$13,634|

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