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Original filing (PDF)20251014141929NAL0004205008001
ALERISLIFE, INC.
Form 5500
FILING_RECEIVED
THE ALERISLIFE RETIREMENT PLAN
401(k) retirement plan
Active participants
8,551
Accounts w/ balance
5,874
Plan assets (EOY)
$128.3M
Net assets (EOY)
$128.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 45 bps in Schedule C fees — 348% above peer band of 10 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALERISLIFE, INC..
Plan sponsor
Name
ALERISLIFE, INC.
EIN
04-3516029
Address
255 WASHINGTON STREET SUITE 230 · NEWTON, MA · 02458
Phone
(617) 796-8387
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $364K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $99K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | — | BOSTON, MA | AUDITOR | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $82K | — |
Investments
12 direct securities · 17 pooled funds· $128.0M(100% 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
$84.9M
17 holdings
Uncategorized
$43.1M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | $0 | $12.9M | 10.1% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $11.0M | 8.6% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $10.5M | 8.2% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $9.3M | 7.3% | |
| GREAT GRAY T. ROWE PRICE STBLE VAL GREAT GRAY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | $0 | $8.9M | 6.9% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $8.4M | 6.6% | |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | $0 | $7.5M | 5.9% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $6.1M | 4.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | $0 | $5.4M | 4.2% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $5.2M | 4.1% | |
| DODGE & COX STOCK X | — | — | $0 | $4.8M | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $4.2M | 3.3% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | — | — | $0 | $4.2M | 3.2% | |
| WT FIDELITY INS AM CORE PLS FXD INC GREAT GRAY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | $0 | $3.7M | 2.9% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $3.4M | 2.7% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | — | — | $0 | $3.3M | 2.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | $0 | $3.1M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | $0 | $3.1M | 2.4% | |
| Notes receivable from participants | — | — | $0 | $2.3M | 1.8% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $1.8M | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $1.8M | 1.4% | |
| JPMORGAN MID CAP GROWTH R6 | — | — | $0 | $1.7M | 1.4% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $0 | $1.1M | 0.8% | |
| PIMCO INCOME INSTL | — | — | $0 | $1.0M | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $1.0M | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $974K | 0.8% | |
| LORD ABBETT DEVELOPING GROWTH R6 | — | — | $0 | $651K | 0.5% | |
| COLUMBIA SMALL CAP VALUE FUND II INSTL 3 | — | — | $0 | $600K | 0.5% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | $0 | $211 | <0.1% |
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