Original filing (PDF)20250728112041NAL0002823088001

Southview Senior Living Management LLC

Name: Southview Senior Living Management LLC — Form 5500 Plan 001 (2024)
Creator: Southview Senior Living Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southview Senior Communities 401(k) Plan

401(k) retirement plan · Southview Senior Living Management LLC's Southview Senior Communities 401(k) Plan held $14.2M in plan assets for 451 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

451

Accounts w/ balance

268

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

How this plan invests

This plan

30 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHVIEW SENIOR LIVING MANAGEMENT LLC.

Plan sponsor

Name

SOUTHVIEW SENIOR LIVING MANAGEMENT LLC

EIN

26-1942031all filings

Address

945 SIBLEY MEMORIAL HIGHWAY · LILYDALE, MN · 55118

Phone

(651) 454-4801

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

2025-07-28

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	—	ST. PETERSBURG, FL	INVESTMENT ADVISOR	$35K	—

Investments

30 direct securities· $14.2M(100% of reported assets)

Mutual Funds

$13.7M

29 holdings

Common Collective Trusts

$518K

1 holding

					% of plan
American Funds 2025 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.9M	13.3%
American Funds 2045 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.7M	11.9%
American Funds 2035 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.6M	11.2%
American Funds 2050 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.4M	10.1%
American Funds 2040 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.3M	9.4%
American Funds 2030 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$970K	6.8%
American Funds 2055 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$594K	4.2%
American Funds 2060 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$563K	4.0%
Vanguard 500 Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$518K	3.7%
American Funds 2065 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$418K	2.9%
American Funds AMCAP R6 Mutual Fund	Mutual Funds	—	—	$411K	2.9%
American Funds Capital Income Builder R6 Mutual Fund	Mutual Funds	—	—	$313K	2.2%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$302K	2.1%
American Funds Smallcap World R6 Mutual Fund	Mutual Funds	—	—	$263K	1.9%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$223K	1.6%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$206K	1.5%
Vanguard Extended Market Idex Admiral Mutual Fund	Mutual Funds	—	—	$176K	1.2%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$173K	1.2%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$171K	1.2%
American Funds Income Fund of American R6 Mutual Fund	Mutual Funds	—	—	$171K	1.2%
American Funds Global Balanced Fund R6 Mutual Fund	Mutual Funds	—	—	$166K	1.2%
American Funds International Growth & Income R6 Mutual Fund	Mutual Funds	—	—	$154K	1.1%
American Funds Capital World Growth & Income R6 Mutual Fund	Mutual Funds	—	—	$148K	1.0%
American Funds 2020 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$108K	0.8%
American Funds 2010 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$76K	0.5%
American Funds Bond Fund of America R6 Mutual Fund	Mutual Funds	—	—	$54K	0.4%
American Funds US Government Money Market R6 Mutual Fund	Mutual Funds	—	—	$41K	0.3%
American Funds US Government Securities R6 Mutual Fund	Mutual Funds	—	—	$19K	0.1%
American Funds Short-Term Bond of America R6 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Templeton Global Bond R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%