How big is Life Enriching Communities' plan?

Life Enriching Communities' plan reported $23.5M in assets and 1,914 participants for 2024.

Original filing (PDF)20251015090829NAL0004145329001

Life Enriching Communities

Name: Life Enriching Communities — Life Enriching, Form 5500 (2024)
Creator: Life Enriching Communities
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Life Enriching Communities 403(b) Plan

403(b) retirement plan · Life Enriching Communities' Life Enriching Communities 403(b) Plan held $23.5M in plan assets for 1,914 participants in 2024, with OneAmerica as recordkeeper.

Active participants

1,914

Accounts w/ balance

506

Plan assets (EOY)

$23.5M

Net assets (EOY)

$23.5M

People on this filing

Michael Minutolo signed Life Enriching Communities' 2024 Form 5500 as plan administrator.

Michael Minutolo — Plan Administrator — Form 5500 signer
Kevin McDonnell — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Life Enriching Communities' EIN is 04-3660613.

EIN 04-3660613

Plan number 002

Plan year 2024

ACK ID 20251015090829NAL0004145329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Life Enriching Communities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Life Enriching Communities' plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFE ENRICHING COMMUNITIES.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (6th percentile).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

LIFE ENRICHING COMMUNITIES

EIN

all filings

Address

6279 TRI-RIDGE BLVD. · SUITE 320 · LOVELAND, OH · 45140

Phone

(513) 719-3532

Industry

Health Care & Social Assistance

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

Service providers (Schedule C)

1 rows

Recordkeeper

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.

Pooled Separate Account

$22.6M

1 holding

Common Collective Trusts

$15.7M

19 holdings

Mutual Funds

$6.6M

14 holdings

Stable Value

$585K

1 holding

Bonds / Notes

$273K

1 holding

Common Stocks

$202K

2 holdings

Other securities

$158K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$13.2M American Funds (Capital Group)$4.2M Vanguard$3.0M Dimensional / DFA$799K Fidelity$435K Prudential / PGIM$158K PIMCO$95K JPMorgan$78K

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Gregory Poole Equipment Company

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					% 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	Common Collective Trusts	—	—	$2.9M	12.2%
NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$2.2M	9.4%
NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$2.0M	8.7%
NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.8M	7.6%
AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1.4M	6.0%
VANGUARD TOTAL STK MKT IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.3M	5.4%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1.2M	5.1%
NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.1M	4.8%
AMERICAN FUNDS AMERFDS FNDAMENTAL INVS R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1.1M	4.7%
NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$1.1M	4.6%
NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$664K	2.8%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$585K	2.5%
MFS MASS INVS GRTH STK R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$555K	2.4%
NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$463K	2.0%
VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$458K	2.0%
VANGUARD MID CAP GROWTH INV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$457K	1.9%
FIDELITY LARGE CAP VAL IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$435K	1.9%
NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$422K	1.8%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$421K	1.8%
VANGUARD TOTAL BND MKT IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$329K	1.4%
DFA EMERGING MARKETS I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$314K	1.3%
VANGUARD SELECTED VALUE INV MUTUAL FUND SHARES 0	Mutual Funds	—	—	$277K	1.2%
PARTICIPANTS LOANS 4.25% TO 9.25% 0	Bonds / Notes	—	—	$273K	1.2%
DFA US TARGETED VAL I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$269K	1.1%
NUVEEN INTL EQ IDX R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$245K	1.0%
DFA REAL ESTATE SECURITIES I MUTUAL FUND SHARES 0	Mutual Funds	—	—	$216K	0.9%
PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$158K	0.7%
VANGUARD MID CAP INDEX ADM MUTUAL FUND SHARES 0	Mutual Funds	—	—	$152K	0.6%
NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$130K	0.6%
THORNBURG LTD TERM INC R6 MUTUAL FUND SHARES 0	Common Stocks	—	—	$124K	0.5%
NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$117K	0.5%
PIMCO TOTAL RETURN INSTL MUTUAL FUND SHARES 0	Mutual Funds	—	—	$95K	0.4%
JPMORGAN US SMALL COMPANY R6 MUTUAL FUND SHARES 0	Common Stocks	—	—	$78K	0.3%
AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$76K	0.3%
NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$27K	0.1%
VANGUARD TOTAL INT BND IDX ADM MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$24K	0.1%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$21K	<0.1%
NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$3K	<0.1%

1–39 of 39

Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan

$167.4M · 1,483 participants