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Original filing (PDF)20250918134414NAL0003297826001
WINGATE SENIOR LIVING, LLC
Form 5500
FILING_RECEIVED
WINGATE LIVING INVESTMENT PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
1,226
Accounts w/ balance
514
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Brown Advisory Brown Advisory Sustainable Growth Fund ** li" is 32% of plan.
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
- Only 42% 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 WINGATE SENIOR LIVING, LLC.
Plan sponsor
Name
WINGATE SENIOR LIVING, LLC
EIN
84-3237905
Address
57 WELLS AVE · SUITE 20 · NEWTON, MA · 02459
Phone
(787) 707-9000
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
2025-09-18
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STOWE & DEGON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | 13-4110995 | — | ADVISOR | $75K | — |
Investments
31 direct securities· $25.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brown Advisory Brown Advisory Sustainable Growth Fund ** li | — | — | — | $8.3M | 32.4% | |
| Fidelity Investments Fidelity Freedom Index 2020 IPR | — | — | — | $6.7M | 26.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $2.9M | 11.5% | |
| Fidelity Investments Fidelity International Index | — | — | — | $1.5M | 5.9% | |
| American Funds American Funds American Mutual Fund Class R6 | — | — | — | $1.1M | 4.3% | |
| Fidelity Investments Fidelity Midcap Index | — | — | — | $1.1M | 4.2% | |
| The Standard Insurance Company Apex Fixed Interest Fund •• | — | — | — | $745K | 2.9% | |
| American Funds American Funds Bond Fund of America R6 | — | — | — | $707K | 2.8% | |
| Fidelity Investments Fidelity Advisor Small Cap Z Fund | — | — | — | $447K | 1.7% | |
| Fidelity Investments Fidelity Freedom Index 2040 IPR | — | — | — | $377K | 1.5% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $374K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 IPR | — | — | — | $287K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2030 IPR | — | — | — | $210K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 IPR | — | — | — | $186K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 IPR | — | — | — | $127K | 0.5% | |
| American Funds American Century Emerging Markets R6 | — | — | — | $111K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $74K | 0.3% | |
| through October 2029 ... | — | — | — | $49K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 IPR | — | — | — | $44K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 IPR | — | — | — | $39K | 0.2% | |
| Fidelity Investments Fidelity Influence Price Bond Index | — | — | — | $32K | 0.1% | |
| Fidelity Investments Fidelity Large Cap Value Index | — | — | — | $30K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $15K | <0.1% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2055 IPR | — | — | — | $12K | <0.1% | |
| PGIM High Yield Bond Fund | — | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund Stock | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Smallcap Index | — | — | — | $6K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6 | — | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Inc IPR | — | — | — | $2K | <0.1% |