Original filing (PDF)20241015154500NAL0030219649001

OCEAN STATE ASSISTED LIVING D/B/A THE SEASONS GREENWICH

Name: OCEAN STATE ASSISTED LIVING D/B/A THE SEASONS GREENWICH — RETIREMENT PLAN OF THE SEASONS EAST GREENWICH, Form 5500 (2023)
Creator: OCEAN STATE ASSISTED LIVING D/B/A THE SEASONS GREENWICH

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN OF THE SEASONS EAST GREENWICH

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN STATE ASSISTED LIVING D/B/A THE SEASONS GREENWICH.

Plan sponsor

Name

OCEAN STATE ASSISTED LIVING D/B/A THE SEASONS GREENWICH

EIN

05-0510787

Address

5 SAINT ELIZABETH WAY · EAST GREENWICH, RI · 02818

Phone

(401) 884-9099

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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