Acts Retirement - Life Communities 401(k) match, vesting and fees
What Acts Retirement - Life Communities' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Acts Retirement - Life Communities: employer contribution per participant | $1,435 | |
| Peer median | $1,895 |
| Acts Retirement - Life Communities: average balance | $43,929 | |
| Peer median | $71,034 |
| Acts Retirement - Life Communities: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $187M at the end of plan year 2021 to $227M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,335 | $227M | $7.4M | $1,435 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 7,030 | $196M | $6.9M | $1,278 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 6,920 | $162M | $6.4M | $1,024 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 7,251 | $187M | $6.1M | $1,030 | 0.32% | Not published | Form 5500 ↗ |
Other Acts Retirement - Life Communities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Peninsula United Methodist Homes, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Acts Retirement - Life Communities match 401(k) contributions?
The match terms for the Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(k) have not been published from its filing yet. The plan year 2024 filing reports $7.4M in employer contributions, about $1,435 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Acts Retirement - Life Communities 401(k) match vested?
The vesting schedule for the Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Acts Retirement - Life Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Acts Retirement - Life Communities, Inc..
I left Acts Retirement - Life Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Acts Retirement - Life Communities, Inc., (215) 661-8330) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Acts Retirement - Life Communities old 401(k) page lists the contacts from every plan filing. Find an old Acts Retirement - Life Communities 401(k)
Data from the public Form 5500 annual reports Acts Retirement - Life Communities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Acts Retirement - Life Communities. Not financial advice. Report a correction · Methodology