Back to filter
Original filing (PDF)20251210160111NAL0004651715001
LIFE GENERATIONS HEALTHCARE, LLC
Form 5500
FILING_RECEIVED
GENERATIONS HEALTHCARE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
4,034
Accounts w/ balance
1,755
Plan assets (EOY)
$64.9M
Net assets (EOY)
$64.8M
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 (directional)
85
/ 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
97
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- 58 bps in Schedule C fees — 261% above peer band of 16 bps.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFE GENERATIONS HEALTHCARE, LLC.
Plan sponsor
Name
LIFE GENERATIONS HEALTHCARE, LLC
EIN
33-0838455
Address
6 HUTTON CENTRE DRIVE · SUITE 400 · SANTA ANA, CA · 92707
Phone
(714) 241-5600
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-10
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)
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $301K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTAURUS FINANCIAL INC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | WEST JORDAN, UT | CONTRACT ADMIN | $74K | — |
Investments
30 direct securities· $64.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $16.0M | 24.6% | |
| American Funds American Balanced R6 Fund | — | — | — | $10.6M | 16.3% | |
| Vanguard Wellesley Income Adm Fund | — | — | — | $9.9M | 15.2% | |
| TIAA Investments TIAA-CREF Large-Cap Value Idx Instl Fund | — | — | — | $6.0M | 9.3% | |
| TIAA Investments TIAA-CREF Large-Cap Gr Idx Instl Fund | — | — | — | $5.5M | 8.4% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $2.7M | 4.2% | |
| Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $2.4M | 3.7% | |
| Fidelity Investments Global ex US Index Fund | — | — | — | $2.1M | 3.3% | |
| Participant Loans Interest rates ranging from 3.25% - 9.50% - | — | — | — | $1.2M | 1.9% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2025 Inst Fund | — | — | — | $1.2M | 1.9% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2040 Inst Fund | — | — | — | $962K | 1.5% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2045 Inst Fund | — | — | — | $848K | 1.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $771K | 1.2% | |
| Dimensional Fund Advisors Real Estate Securities I Fund | — | — | — | $679K | 1.0% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2060 Inst Fund | — | — | — | $495K | 0.8% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2035 Inst Fund | — | — | — | $412K | 0.6% | |
| Vanguard Dividend Appreciation Index Admiral Fund | — | — | — | $397K | 0.6% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2050 Inst Fund | — | — | — | $296K | 0.5% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2030 Inst Fund | — | — | — | $281K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral Fund | — | — | — | $273K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $264K | 0.4% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2055 Inst Fund | — | — | — | $242K | 0.4% | |
| Fidelity Investments Nasdaq Composite Index Fund | — | — | — | $217K | 0.3% | |
| Vanguard Strategic Equity Inv Fund | — | — | — | $204K | 0.3% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $192K | 0.3% | |
| Vanguard High-Yield Corporate Admiral Fund | — | — | — | $163K | 0.3% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $86K | 0.1% | |
| Vanguard Short-Term Investment-Grade Adm Fund | — | — | — | $77K | 0.1% | |
| Vanguard Health Care Index Admiral Fund | — | — | — | $58K | <0.1% | |
| TIAA Investments TIAA-CREF Lifecycle Index 2020 Inst Fund | — | — | — | $57K | <0.1% |