Back to filter
Original filing (PDF)20251002125558NAL0000347427001
2LIFE COMMUNITIES SERVICES INC.
Form 5500
FILING_RECEIVED
2LIFE COMMUNITIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
246
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 2LIFE COMMUNITIES SERVICES INC..
Plan sponsor
Name
2LIFE COMMUNITIES SERVICES INC.
DBA
2LIFE COMMUNITIES
EIN
04-3166862
Address
30 WALLINGFORD ROAD · BRIGHTON, MA · 021354753
Phone
(617) 912-8474
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD FINANCIAL GROUP | 93-1253576 | — | NONE | $51K | — |
Investments
32 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund " | — | — | — | $1.6M | 9.8% | |
| Mainstay Large Cap Growth Fund " | — | — | — | $1.6M | 9.4% | |
| Vanguard Balanced Index Fund " | — | — | — | $1.4M | 8.4% | |
| T. Rowe Price Retirement 1 2025 Fund I Class " | — | — | — | $1.1M | 6.5% | |
| Dodge & Cox Income X " | — | — | — | $1.1M | 6.4% | |
| Putnam Large Cap Value Fund " | — | — | — | $849K | 5.1% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $792K | 4.7% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $784K | 4.7% | |
| Goldman Sachs Financial Square Government Fund Mutual fund | — | — | — | $761K | 4.5% | |
| Vanguard Short-Term Investment-Grade Fund " | — | — | — | $736K | 4.4% | |
| MFS International Diversification Fund " | — | — | — | $734K | 4.4% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $665K | 4.0% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $537K | 3.2% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $521K | 3.1% | |
| Baron Growth R6 " | — | — | — | $415K | 2.5% | |
| Vanguard Small Cap Growth Index Fund " | — | — | — | $405K | 2.4% | |
| Wells Fargo Advantage Spec Mid Cap Value R6 Fund " | — | — | — | $396K | 2.4% | |
| Vanguard Growth Index Fund " | — | — | — | $386K | 2.3% | |
| Vanguard Wellington Fund " | — | — | — | $321K | 1.9% | |
| T. Rowe Price Retirement 1 2020 Fund I Class " | — | — | — | $290K | 1.7% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $278K | 1.7% | |
| DFA US Targeted Value Fund " | — | — | — | $264K | 1.6% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $250K | 1.5% | |
| Vanguard FTSE Social Index Fund " | — | — | — | $218K | 1.3% | |
| Vanguard Value Index Fund " | — | — | — | $193K | 1.1% | |
| Fidelity Small Cap Index Fund " | — | — | — | $80K | 0.5% | |
| Fidelity International Index Fund " | — | — | — | $49K | 0.3% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $34K | 0.2% | |
| T. Rowe Price Retirement 1 2015 Fund I Class " | — | — | — | $10K | <0.1% | |
| TIAA-CREF Social Choice Bond Inst " | — | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement 1 2010 Fund I Class " | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $1K | <0.1% |
Related plans
Other plans using STANDARD FINANCIAL GROUP
BOARD OF TRUSTEES, CASCADE PENSION TRUST MONEY
CASCADE PENSION TRUST MONEY PURCHASE PENSION PLAN
$425.3M · 2,271 participants
A.N. DERINGER, INC.
A.N. DERINGER, INC.401(K) PLAN
$60.6M · 530 participants
KULZER, LLC
KULZER, LLC 401(K) SAVINGS AND PROFIT SHARING PLAN
$17.7M · 105 participants
CFSC SHARED SERVICES LLC
CFSC SHARED SERVICES, LLC 401(K) PLAN
$16.2M · 393 participants
HORIZON NUT, LLC
HORIZON NUT, LLC 401K PROFIT SHARING PLAN
$4.7M · 193 participants
ALLIANCE GROUP SERVICES, LLC
ALLIANCE GROUP SERVICES, LLC 401(K) PLAN
$0
Similar-size Health Care & Social Assistance plans
PATH
PATH CORPORATION 403(B) PLAN
$16.6M · 1,098 participants
BRILLANT CORNERS
BRILLIANT CORNERS RETIREMENT PLAN
$17.1M · 494 participants
UNITED WAY OF KING COUNTY
UNITED WAY OF KING COUNTY 403(B) PLAN
$16.4M · 122 participants
ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY,
AACI 403(B) RETIREMENT PLAN
$17.5M · 255 participants
ELDER SERVICES OF WORCESTER AREA
403(B) THRIFT PLAN OF ELDER SERVICES OF WORCESTER AREA, INC.
$16.1M · 321 participants
COWLITZ INDIAN TRIBE
COWLITZ INDIAN TRIBE 401K PLAN
$15.9M · 342 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B