· 2022–2024 · DOL EFAST2

LIFEWELL SENIOR LIVING, LLC — LIFEWELL SENIOR LIVING, LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240816142726NAL0024811312001

LIFEWELL SENIOR LIVING, LLC

Form 5500-SF

FILING_RECEIVED

LIFEWELL SENIOR LIVING, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

433

Accounts w/ balance

72

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

70

Total plan cost

n/a

Plan health

4

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LIFEWELL SENIOR LIVING, LLC

EIN

81-0707279

Address

675 BERING DR. STE 550 · HOUSTON, TX · 77057

Phone

(303) 656-3983

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

101

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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