Senior Lifestyle Corporation 401(k) Retirement Plan
Sponsored by Senior Lifestyle Corporation · EIN 363398105 · Plan #002
- Total assets
- $33.2M
- Net assets
- $33.2M
- Active participants
- 5,024
- With balances
- 1,743
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baker Tilly Us, Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $52,032 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $9,049 |
| Mma Securities, Llc | Investment advisory (plan) | $0 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |