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Original filing (PDF)20251007073859NAL0004445281001
SUNSET RETIREMENT COMMUNITIES, INC.
Form 5500
FILING_RECEIVED
SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN
403(b) retirement plan
Signals · 1
~186 bps in Sched C fees
Active participants
0
Accounts w/ balance
227
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 186 bps in Schedule C fees — 258% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNSET RETIREMENT COMMUNITIES, INC..
Plan sponsor
Name
SUNSET RETIREMENT COMMUNITIES, INC.
EIN
34-4428230
Address
4020 INDIAN ROAD · TOLEDO, OH · 43606
Phone
(419) 536-4645
Industry
Health Care & Social Assistancesee all
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILLIAM VAUGHAN COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST COMPANY OF TOLEDO | 34-1661757 | — | TRUSTEE | $38K | — |
Investments
25 direct securities· $2.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund-Institutional | — | — | — | $373K | 18.2% | |
| Vanguard Institutional Index Fund-Institutional | — | — | — | $283K | 13.8% | |
| Vanguard Developed Markets Index-Admiral | — | — | — | $126K | 6.2% | |
| Fidelity Contrafund | — | — | — | $99K | 4.8% | |
| Northern Ultra-Short Fixed Income Fund | — | — | — | $98K | 4.8% | |
| Northern Short Bond-A | — | — | — | $90K | 4.4% | |
| T. Rowe Price MidCap Growth Fund | — | — | — | $80K | 3.9% | |
| Vanguard Short Term Federal Fund-Admiral | — | — | — | $75K | 3.7% | |
| Northern Core Bond-A | — | — | — | $74K | 3.6% | |
| Principal MidCap Value I Class I | — | — | — | $72K | 3.5% | |
| Vanguard Equity Income-Admiral | — | — | — | $69K | 3.4% | |
| Fidelity International Small Cap Fund | — | — | — | $66K | 3.2% | |
| T. Rowe Price QM Small Cap Growth | — | — | — | $62K | 3.0% | |
| Northern Institutional Treasury Portfolio | — | — | — | $58K | 2.8% | |
| Vanguard Dividend Growth Fund-Investor | — | — | — | $57K | 2.8% | |
| Cohen & Steer Institutional Realty Shs | — | — | — | $54K | 2.6% | |
| Vanguard Emerging Market Stock Index-Admiral | — | — | — | $50K | 2.4% | |
| Alger Capital Appreciation Institutional-I | — | — | — | $48K | 2.3% | |
| Vanguard Extended Market Index Fund-Admiral | — | — | — | $43K | 2.1% | |
| Invesco International Growth Fund Class Y | — | — | — | $39K | 1.9% | |
| T. Rowe Price New Asia Fund | — | — | — | $32K | 1.5% | |
| Loomis Sayles Strategic Income Class Y | — | — | — | $30K | 1.5% | |
| Bridgeway Small Cap Value-N | — | — | — | $17K | 0.9% | |
| Neuberger Berman Real Estate - I | — | — | — | $16K | 0.8% | |
| Participant loans Interest rates of 4.25% to 9.50% - | — | — | — | $11K | 0.6% |
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