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Original filing (PDF)20251007145113NAL0002558099001
BENCHMARK SENIOR LIVING LLC
Form 5500
FILING_RECEIVED
BENCHMARK SENIOR LIVING 401(K) PLAN
401(k) retirement plan
Active participants
6,949
Accounts w/ balance
5,711
Plan assets (EOY)
$95.0M
Net assets (EOY)
$94.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 179% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENCHMARK SENIOR LIVING LLC.
Plan sponsor
Name
BENCHMARK SENIOR LIVING LLC
EIN
04-3385173
Address
201 JONES ROAD THIRD FLOOR WEST · WALTHAM, MA · 02451
Phone
(781) 489-7100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PCLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $332K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $75K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $17K | — |
Investments
11 direct securities · 15 pooled funds· $90.1M(95% of reported assets)
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.
Common Collective Trust
$65.1M
15 holdings
Uncategorized
$25.0M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 " | — | — | — | $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 " | — | — | — | $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 " | — | — | — | $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 | — | — | — | $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 " | — | — | — | $1.5M | 1.6% | |
| Fidelity Total International Index Fund " | — | — | — | $1.5M | 1.6% | |
| Fidelity US Bond Index Fund " | — | — | — | $1.2M | 1.2% | |
| Pioneer Bond Fund " | — | — | — | $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 " | — | — | — | $537K | 0.6% | |
| Schwab Personal Choice Retirement Account Self-directed brokerage account | — | — | — | $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 " | — | — | — | $31K | <0.1% |