Retirement plan

ASSISTED LIVING CONNECTIONS, LLC 401(K)

Name: ASSISTED LIVING CONNECTIONS, LLC - ASSISTED LIVING CONNECTIONS, LLC 401(K) (2025) Form 5500
Creator: ASSISTED LIVING CONNECTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSISTED LIVING CONNECTIONS, LLC 401(K), ASSISTED LIVING CONNECTIONS, LLC

ASSISTED LIVING CONNECTIONS, LLCEIN 47-3918088Plan #001PY 2025

5412 MARK COURT - AGOURA HILLS, CA 91301818-357-1123assistedlivingconnections.comLinkedIn1-10 employeesconsumer services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+33.4% from 2024

Total participants

-14.3% from 2024

Average account balance

$170,222

+55.6% from 2024

Annual return

18.38%

+1.51 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$170K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13849

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$83K

$20774 / participant

Other / not subdivided$83K100.0%

% of EOY assets

8.136%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,222

$185,312-8.1%

$161,489+5.4%

$154,746+10.0%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

18.38%

103.84%-85.5pp

89.72%-71.3pp

172.34%-154.0pp

Employer contribution / active EE

$30,997

$4,769+550.0%

$4,268+626.2%

$4,379+607.8%

Participant deferral / active EE

$18,470

$6,350+190.9%

$5,630+228.1%

$6,730+174.4%

Admin fee / account holder

$13,849

$18,654-25.8%

$16,006-13.5%

$14,365-3.6%

ASSISTED LIVING CONNECTIONS, LLC 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSISTED LIVING CONNECTIONS, LLC 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion