Original filing (PDF)20250514142535NAL0019185569001

HEATHERGLEN SENIOR LIVING, LLC

Name: HEATHERGLEN SENIOR LIVING, LLC — HEATHERGLEN SENIOR LIVING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: HEATHERGLEN SENIOR LIVING, LLC

Form 5500-SF

FILING_RECEIVED

HEATHERGLEN SENIOR LIVING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEATHERGLEN SENIOR LIVING, LLC.

Plan sponsor

Name

HEATHERGLEN SENIOR LIVING, LLC

EIN

81-3241367

Address

415 BLUE BARN ROAD · ALLENTOWN, PA · 18104

Phone

(610) 841-4478

Industry

Health Care & Social Assistancesee all

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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

Small plans don't disclose service providers

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