Original filing (PDF)20251015093410NAL0005671376001

Christian Living Communities

Name: Christian Living Communities — Christian Living, Form 5500 (2024)
Creator: Christian Living Communities
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Christian Living Communities 403(b) Plan

403(b) retirement plan · Christian Living Communities' Christian Living Communities 403(b) Plan held $15.3M in plan assets for 607 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

607

Accounts w/ balance

346

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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) — 4K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHRISTIAN LIVING COMMUNITIES

EIN

45-5475166all filings

Address

9570 S. KINGSTON COURT · SUITE 300 · ENGLEWOOD, CO · 80112

Phone

(720) 974-3555

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

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
ASCENSUS LLC	11-3665754	—	NONE	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC

Investments

26 direct securities· $15.3M(100% of reported assets)

Mutual Funds

$13.4M

18 holdings

Other securities

$1.1M

5 holdings

Common Collective Trusts

$474K

1 holding

Participant loans

$229K

1 holding

U.S. Treasuries

$77K

1 holding

					% of plan
Nuveen Lifecycle Index 2030 R6 Nuveen 0	Mutual Funds	—	—	$3.7M	23.9%
Nuveen Lifecycle Index 2025 R6 Nuveen 0	Mutual Funds	—	—	$3.5M	23.0%
Nuveen Lifecycle Index 2035 R6 Nuveen 0	Mutual Funds	—	—	$2.1M	14.1%
Nuveen Lifecycle Index 2045 R6 Nuveen 0	Mutual Funds	—	—	$1.2M	8.1%
Nuveen Lifecycle Index 2040 R6 Nuveen 0	Mutual Funds	—	—	$1.1M	7.4%
OA Empower Guaranteed Interest Fund Empower 0	Other securities	—	—	$1.0M	6.6%
Nuveen Lifecycle Index 2050 R6 Nuveen 0	Mutual Funds	—	—	$808K	5.3%
Schwab S&P 500 Index Fund Schwab 0	Common Collective Trusts	—	—	$474K	3.1%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$229K	1.5%
Invesco QQQ Trust Invesco 0	Mutual Funds	—	—	$206K	1.3%
Nuveen Lifecycle Index 2060 R6 Nuveen 0	Mutual Funds	—	—	$182K	1.2%
Fidelity International Index Fidelity 0	Mutual Funds	—	—	$90K	0.6%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$87K	0.6%
Lord Abbett Bond Debenture R6 Lord Abbett 0	U.S. Treasuries	—	—	$77K	0.5%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$73K	0.5%
Nuveen Lifecycle Index 2055 R6 Nuveen 0	Mutual Funds	—	—	$65K	0.4%
Standard Stable Asset Fund 2 Standard 0	Other securities	—	—	$63K	0.4%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Mutual Funds	—	—	$54K	0.4%
Vanguard Value Index Adm Vanguard 0	Mutual Funds	—	—	$53K	0.3%
Vanguard Small-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$49K	0.3%
JPMorgan Emerging Markets Equity R6 JP Morgan 0	Other securities	—	—	$25K	0.2%
BlackRock Advantage CoreAlpha Bond K BlackRock 0	Other securities	—	—	$15K	<0.1%
SPDR Portfolio S&P 600 Small Cap ETF SPDR 0	Other securities	—	—	$13K	<0.1%
Nuveen Lifecycle Index 2065 R6 Nuveen 0	Mutual Funds	—	—	$8K	<0.1%
DFA Real Estate Securities Portfolio I DFA 0	Mutual Funds	—	—	$6K	<0.1%
DFA US Small Cap Growth Instl DFA 0	Mutual Funds	—	—	$2K	<0.1%