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Original filing (PDF)20250930162301NAL0005588931001
CHATEAU RETIREMENT COMMUNITIES LLC
Form 5500
FILING_RECEIVED
CHATEAU RETIREMENT COMMUNITIES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
289
Accounts w/ balance
186
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHATEAU RETIREMENT COMMUNITIES LLC.
Plan sponsor
Name
CHATEAU RETIREMENT COMMUNITIES LLC
EIN
91-1792534
Address
15029 WOODINVILLE REDMOND RD NE 200 · WOODINVILLE, WA · 98072
Phone
(425) 466-9081
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAGEN KURTH PERMAN CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | NONE | $29K | — |
| USI ADVISORS | 91-1176315 | — | NONE | $29K | — |
Investments
21 direct securities · 1 pooled fund· $7.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.1M
21 holdings
Common Collective Trust
$595K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual fund n/a $ | — | — | — | $1.1M | 14.3% | |
| Vanguard Growth Index Fund Mutual fund n/a | — | — | — | $918K | 11.9% | |
| Pioneer Bond Fund Y Mutual fund n/a | — | — | — | $648K | 8.4% | |
| MFS International Equity Fund Class R6 Mutual fund n/a | — | — | — | $606K | 7.9% | |
| RELIANCE TRUST STABLE VALUE FUND 25 053 · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $595K | 7.7% | |
| Vanguard Target Retirement 2035 Fund Mutual fund n/a | — | — | — | $537K | 7.0% | |
| Vanguard Small Cap Growth Index Fund Mutual fund n/a | — | — | — | $387K | 5.0% | |
| MFS Mid Cap Value Fund R6 Mutual fund n/a | — | — | — | $378K | 4.9% | |
| T. Rowe Price Value Fund Mutual fund n/a | — | — | — | $338K | 4.4% | |
| Vanguard Target Retirement 2055 Fund Mutual fund n/a | — | — | — | $303K | 3.9% | |
| Vanguard Small Cap Value Index Fund Mutual fund n/a | — | — | — | $285K | 3.7% | |
| Delaware Ivy Mid Cap Growth I Mutual fund n/a | — | — | — | $219K | 2.8% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund n/a | — | — | — | $211K | 2.7% | |
| BlackRock High Yield Bond Instl Mutual fund n/a | — | — | — | $206K | 2.7% | |
| Invesco International Small-Mid Company Fund Y Mutual fund n/a | — | — | — | $195K | 2.5% | |
| Participant loans 4.25% to 9.50% n/a | — | — | — | $185K | 2.4% | |
| Vanguard Target Retirement 2025 Fund Mutual fund n/a | — | — | — | $184K | 2.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund n/a | — | — | — | $137K | 1.8% | |
| Cohen & Steers Realty Shares Mutual fund n/a | — | — | — | $132K | 1.7% | |
| Vanguard Target Retirement Income Mutual fund n/a | — | — | — | $60K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual fund n/a | — | — | — | $42K | 0.5% | |
| Cash, interest bearing Cash n/a | — | — | — | $28K | 0.4% |
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