Kathleen Sullivan signed Benchmark Senior Living LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benchmark Senior Living LLC's EIN is 04-3385173.
Download the official 2024 Form 5500 (PDF) for Benchmark Senior Living LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benchmark Senior Living LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $332K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $75K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CAPITAL GROUP 2035 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $9.3M | 9.8% | |
| CAPITAL GROUP 2030 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $9.2M | 9.7% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $8.0M | 8.5% | |
| CAPITAL GROUP 2025 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $8.0M | 8.4% | |
| CAPITAL GROUP 2040 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $6.4M | 6.7% | |
| CAPITAL GROUP 2045 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $6.1M | 6.4% | |
| CAPITAL GROUP 2050 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $5.9M | 6.2% | |
| T. Rowe Price All-Cap Opportunities Fund " | Other securities | — | — | $5.3M | 5.6% | |
| CAPITAL GROUP 2055 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $4.4M | 4.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $3.6M | 3.8% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 30-6406015 / PN 000 | Common Collective Trust | — | — | $3.6M | 3.8% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $3.6M | 3.8% | |
| CAPITAL GROUP 2020 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $3.2M | 3.4% | |
| American Funds Europacific Growth Fund Mutual fund | Mutual Funds | — | — | $2.0M | 2.1% | |
| CAPITAL GROUP 2060 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $2.0M | 2.1% | |
| WT MFS MID CAP GROWTH CL S GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| Victory Sycamore Established Value Fund " | Other securities | — | — | $1.5M | 1.6% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| Pioneer Bond Fund " | Other securities | — | — | $761K | 0.8% | |
| CAPITAL GROUP 2065 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $683K | 0.7% | |
| CAPITAL GROUP 2015 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $598K | 0.6% | |
| PIMCO Real Return Fund " | Mutual Funds | — | — | $537K | 0.6% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $496K | 0.5% | |
| CAPITAL GROUP 2010 TARGET DT RET CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $298K | 0.3% | |
| Schwab Personal Choice Retirement Account Roth " | Self-Directed Brokerage | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $17K | — |
