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Original filing (PDF)20251015090829NAL0004145329001
LIFE ENRICHING COMMUNITIES
Form 5500
FILING_RECEIVED
LIFE ENRICHING COMMUNITIES 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,914
Accounts w/ balance
506
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFE ENRICHING COMMUNITIES.
Plan sponsor
Name
LIFE ENRICHING COMMUNITIES
EIN
04-3660613
Address
6279 TRI-RIDGE BLVD. · SUITE 320 · LOVELAND, OH · 45140
Phone
(513) 719-3532
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARNES DENNIG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $8K | — |
Investments
38 direct securities · 1 pooled fund· $46.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.5M
38 holdings
Pooled Separate Account
$22.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $22.6M | 96.3% | |
| NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0 | — | — | — | $2.9M | 12.2% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0 | — | — | — | $2.2M | 9.4% | |
| NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0 | — | — | — | $2.0M | 8.7% | |
| NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0 | — | — | — | $1.8M | 7.6% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 | — | — | — | $1.4M | 6.0% | |
| VANGUARD TOTAL STK MKT IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $1.3M | 5.4% | |
| AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R6 MUTUAL FUND SHARES 0 | — | — | — | $1.2M | 5.1% | |
| NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 4.8% | |
| AMERICAN FUNDS AMERFDS FNDAMENTAL INVS R6 MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 4.7% | |
| NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 4.6% | |
| NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0 | — | — | — | $664K | 2.8% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | — | — | — | $585K | 2.5% | |
| MFS MASS INVS GRTH STK R6 MUTUAL FUND SHARES 0 | — | — | — | $555K | 2.4% | |
| NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0 | — | — | — | $463K | 2.0% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $458K | 2.0% | |
| VANGUARD MID CAP GROWTH INV MUTUAL FUND SHARES 0 | — | — | — | $457K | 1.9% | |
| FIDELITY LARGE CAP VAL IDX MUTUAL FUND SHARES 0 | — | — | — | $435K | 1.9% | |
| NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0 | — | — | — | $422K | 1.8% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | — | — | — | $421K | 1.8% | |
| VANGUARD TOTAL BND MKT IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $329K | 1.4% | |
| DFA EMERGING MARKETS I MUTUAL FUND SHARES 0 | — | — | — | $314K | 1.3% | |
| VANGUARD SELECTED VALUE INV MUTUAL FUND SHARES 0 | — | — | — | $277K | 1.2% | |
| PARTICIPANTS LOANS 4.25% TO 9.25% 0 | — | — | — | $273K | 1.2% | |
| DFA US TARGETED VAL I MUTUAL FUND SHARES 0 | — | — | — | $269K | 1.1% | |
| NUVEEN INTL EQ IDX R6 MUTUAL FUND SHARES 0 | — | — | — | $245K | 1.0% | |
| DFA REAL ESTATE SECURITIES I MUTUAL FUND SHARES 0 | — | — | — | $216K | 0.9% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | — | — | — | $158K | 0.7% | |
| VANGUARD MID CAP INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $152K | 0.6% | |
| NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0 | — | — | — | $130K | 0.6% | |
| THORNBURG LTD TERM INC R6 MUTUAL FUND SHARES 0 | — | — | — | $124K | 0.5% | |
| NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0 | — | — | — | $117K | 0.5% | |
| PIMCO TOTAL RETURN INSTL MUTUAL FUND SHARES 0 | — | — | — | $95K | 0.4% | |
| JPMORGAN US SMALL COMPANY R6 MUTUAL FUND SHARES 0 | — | — | — | $78K | 0.3% | |
| AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R6 MUTUAL FUND SHARES 0 | — | — | — | $76K | 0.3% | |
| NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0 | — | — | — | $27K | 0.1% | |
| VANGUARD TOTAL INT BND IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $24K | 0.1% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | — | — | — | $21K | <0.1% | |
| NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% |