How big is Stoneridge Retirement Living Communities' plan?

Stoneridge Retirement Living Communities' plan reported $13.0M in assets and 320 participants for 2024.

Original filing (PDF)20251015132947NAL0009828450001

Stoneridge Retirement Living Communities

Name: Stoneridge Retirement Living Communities — Form 5500 Plan 001 (2024)
Creator: Stoneridge Retirement Living Communities
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stoneridge Retirement Living Communities 401(k) Plan

401(k) retirement plan · Stoneridge Retirement Living Communities' Stoneridge Retirement Living Communities 401(k) Plan held $13.0M in plan assets for 320 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

320

Accounts w/ balance

403

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

People on this filing

Ryan Casey signed Stoneridge Retirement Living Communities' 2024 Form 5500 as plan administrator.

Ryan Casey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Stoneridge Retirement Living Communities' EIN is 20-8424515.

EIN 20-8424515

Plan number 001

Plan year 2024

ACK ID 20251015132947NAL0009828450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stoneridge Retirement Living Communities' plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

40 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

Plan sponsor

Name

STONERIDGE RETIREMENT LIVING COMMUNITIES

EIN

all filings

Address

440 EAST LINCOLN AVENUE · MYERSTOWN, PA · 17067

Phone

(717) 866-3200

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Investments

40 direct securities· $12.7M(98% of reported assets)

Mutual Funds

$10.8M

33 holdings

Self-Directed Brokerage

$1.0M

1 holding

Other securities

$523K

4 holdings

Common Collective Trusts

$394K

2 holdings

					% of plan
Money Market Fund * Fidelity Investments Fidelity Government Money Market	Mutual Funds	—	—	$1.5M	11.7%
Janus Investment Fund Janus Henderson Forty Fund	Mutual Funds	—	—	$1.2M	9.0%
Fidelity Investments Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$1.1M	8.1%
Self‐Directed Brokerage Accounts * Fidelity Investments Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$1.0M	8.0%
Fidelity Investments Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$856K	6.6%
Fidelity Investments Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$710K	5.4%
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$707K	5.4%
Fidelity Investments Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$672K	5.2%
Fidelity Investments Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$622K	4.8%
Fidelity Investments Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$515K	4.0%
Fidelity Investments Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$434K	3.3%
American Funds American Funds American Mutual Fund	Mutual Funds	—	—	$368K	2.8%
Baird Advisors Baird Core Plus Bond Fund	Other securities	—	—	$342K	2.6%
Fidelity Investments Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$316K	2.4%
Fidelity Investments Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$312K	2.4%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$275K	2.1%
Fidelity Investments Fidelity Asset Manager 20% Fund	Mutual Funds	—	—	$269K	2.1%
s (continued) Janus Investment Fund Janus Henderson Balanced Fund	Mutual Funds	—	—	$236K	1.8%
Fidelity Investments Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$166K	1.3%
JPMorgan U.S. Research Enhanced Equity Fund	Other securities	—	—	$164K	1.3%
MFS Investment Management MFS International Equity	Mutual Funds	—	—	$138K	1.1%
Janus Investment Fund Janus Henderson Enterprise Fund	Mutual Funds	—	—	$124K	0.9%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$119K	0.9%
Fidelity Investments Fidelity Freedom Income Fund ** 381 * Fidelity Investments Fidelity Government Income Fund	Mutual Funds	—	—	$97K	0.7%
Janus Investment Fund Janus Henderson Contrarian Fund	Mutual Funds	—	—	$79K	0.6%
Fidelity Investments Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$70K	0.5%
Fidelity Investments Fidelity Emerging Markets Fund	Mutual Funds	—	—	$68K	0.5%
Fidelity Investments Fidelity Small Cap Discovery Fund	Mutual Funds	—	—	$63K	0.5%
Fidelity Investments Fidelity Strategic Income Fund	Mutual Funds	—	—	$49K	0.4%
Fidelity Investments Fidelity Capital & Income Fund	Mutual Funds	—	—	$43K	0.3%
Fidelity Investments Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$25K	0.2%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$23K	0.2%
Fidelity Investments Fidelity Freedom 2010 Fund ** 664 * Fidelity Investments Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$22K	0.2%
Baron Funds Baron Growth	Other securities	—	—	$15K	0.1%
Fidelity Investments Fidelity Extended Market Index	Mutual Funds	—	—	$10K	<0.1%
Fidelity Investments Fidelity Small Cap Value Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Investments Fidelity New Millennium Fund	Mutual Funds	—	—	$5K	<0.1%
Cohen & Steers Capital Management Cohen & Steers Realty Shares	Other securities	—	—	$2K	<0.1%
Fidelity Investments Fidelity Freedom 2070 Fund	Mutual Funds	—	—	$1K	<0.1%
Fidelity Investments Fidelity Value Fund	Mutual Funds	—	—	$1K	<0.1%