Plan Ledger DOL Form 5500 · updated monthly

Stonegate Senior Living, LP401(k)

STONEGATE SENIOR LIVING, LLC 401(K) PLAN · LEWISVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.64%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Stonegate Senior Living, LP reported $130,209 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,959th-largest of 5,688 plans among Texas employers on file, and the 3,562nd of 11,911 in health care & social assistance. In 2024, employees put in $1879.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,947,559
Participants with balances762
Active participants1,375
Employer contributions$557
Employee contributions$1,046,782
Employer contribution per active participant$0
Average account balance$27,490
Benefits paid to participants$2,561,772
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 762 accts · $557 emplr
2023$19.9M · 795 accts
2022$17.0M · 815 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,879
Total administrative$130,209
The Stonegate Senior Living, LP 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Stonegate Senior Living, LP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$1,862
ARMANINO, LLP · Consulting · Pension consulting$9,330

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$130,209 · 0.64%
2023$118,933 · 0.64%
2022$123,974 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Dallas Renal Group PA TX$21.6M · 0.14%
Disability Rights Texas TX$21.4M · 0.44%
Southern Innovations, LLC TX$21.1M · 0.26%
Oceans Acquisition, Inc. TX$20.7M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752961469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.