How big is Wingate Senior Living, LLC's plan?

Wingate Senior Living, LLC's plan reported $25.5M in assets and 1,226 participants for 2024.

Original filing (PDF)20250918134414NAL0003297826001

Wingate Senior Living, LLC

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

Form 5500

FILING_RECEIVED

Wingate Living Investment Plan

401(k) retirement plan · Wingate Senior Living, LLC's Wingate Living Investment Plan held $25.5M in plan assets for 1,226 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

32% in single holdingCorrective distributions issued

Active participants

1,226

Accounts w/ balance

514

Plan assets (EOY)

$25.5M

Net assets (EOY)

$25.5M

People on this filing

Scott Schuster signed Wingate Senior Living, LLC's 2024 Form 5500 as plan administrator.

Scott Schuster — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wingate Senior Living, LLC's EIN is 84-3237905.

EIN 84-3237905

Plan number 001

Plan year 2024

ACK ID 20250918134414NAL0003297826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wingate Senior Living, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wingate Senior Living, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

WINGATE SENIOR LIVING, LLC

EIN

all filings

Address

57 WELLS AVE · SUITE 20 · NEWTON, MA · 02459

Phone

(787) 707-9000

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

2025-09-18

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$52K	—

Advisor / Consultant

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)

Mutual Funds

$13.4M

23 holdings

Other securities

$8.4M

4 holdings

Common Collective Trusts

$3.0M

3 holdings

Common Stocks

$745K

1 holding

					% of plan
Brown Advisory Brown Advisory Sustainable Growth Fund ** li	Other securities	—	—	$8.3M	32.4%
Fidelity Investments Fidelity Freedom Index 2020 IPR	Mutual Funds	—	—	$6.7M	26.4%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$2.9M	11.5%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$1.5M	5.9%
American Funds American Funds American Mutual Fund Class R6	Mutual Funds	—	—	$1.1M	4.3%
Fidelity Investments Fidelity Midcap Index	Mutual Funds	—	—	$1.1M	4.2%
The Standard Insurance Company Apex Fixed Interest Fund ••	Common Stocks	—	—	$745K	2.9%
American Funds American Funds Bond Fund of America R6	Mutual Funds	—	—	$707K	2.8%
Fidelity Investments Fidelity Advisor Small Cap Z Fund	Mutual Funds	—	—	$447K	1.7%
Fidelity Investments Fidelity Freedom Index 2040 IPR	Mutual Funds	—	—	$377K	1.5%
Fidelity Investments Fidelity Large Cap Growth Index	Mutual Funds	—	—	$374K	1.5%
Fidelity Investments Fidelity Freedom Index 2050 IPR	Mutual Funds	—	—	$287K	1.1%
Fidelity Investments Fidelity Freedom Index 2030 IPR	Mutual Funds	—	—	$210K	0.8%
Fidelity Investments Fidelity Freedom Index 2035 IPR	Mutual Funds	—	—	$186K	0.7%
Fidelity Investments Fidelity Freedom Index 2025 IPR	Mutual Funds	—	—	$127K	0.5%
American Funds American Century Emerging Markets R6	Mutual Funds	—	—	$111K	0.4%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$74K	0.3%
through October 2029 ...	Other securities	—	—	$49K	0.2%
Fidelity Investments Fidelity Freedom Index 2045 IPR	Mutual Funds	—	—	$44K	0.2%
Fidelity Investments Fidelity Freedom Index 2060 IPR	Mutual Funds	—	—	$39K	0.2%
Fidelity Investments Fidelity Influence Price Bond Index	Mutual Funds	—	—	$32K	0.1%
Fidelity Investments Fidelity Large Cap Value Index	Mutual Funds	—	—	$30K	0.1%
Fidelity Investments Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$15K	<0.1%
Cohen & Steers Cohen & Steers Institutional Realty Shares	Other securities	—	—	$13K	<0.1%
Fidelity Investments Fidelity Freedom Index 2055 IPR	Mutual Funds	—	—	$12K	<0.1%
PGIM High Yield Bond Fund	Other securities	—	—	$10K	<0.1%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Investments Fidelity Emerging Markets Index Fund Stock	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity Investments Fidelity Smallcap Index	Mutual Funds	—	—	$6K	<0.1%
Lord Abbett Lord Abbett Short Duration Income Fund Class R6	Mutual Funds	—	—	$2K	<0.1%
Fidelity Investments Fidelity Freedom Index Inc IPR	Mutual Funds	—	—	$2K	<0.1%