Everbrook Senior Living 401(k) match, vesting and fees
What Everbrook Senior Living's 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 | Paychex, Inc. | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Everbrook Senior Living: employer contribution per participant | $514 | |
| Peer median | $1,803 |
| Everbrook Senior Living: average balance | $5,229 | |
| Peer median | $48,934 |
| Everbrook Senior Living: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.31% |
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 $494K at the end of plan year 2021 to $2.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 485 | $2.4M | $238K | $514 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 337 | $1.4M | $184K | $588 | 1.38% | Not published | Form 5500 ↗ |
| 2022 | 236 | $620K | $0 | $0 | 1.74% | Not published | Form 5500 ↗ |
| 2021 | 236 | $494K | $0 | $0 | 3.19% | Not published | Form 5500 ↗ |
Common questions
Does Everbrook Senior Living match 401(k) contributions?
The match terms for the Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $238K in employer contributions, about $514 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Everbrook Senior Living 401(k) match vested?
The vesting schedule for the Everbrook Senior Living LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Everbrook Senior Living 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left Everbrook Senior Living. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The Everbrook Senior Living old 401(k) page lists the contacts from every plan filing. Find an old Everbrook Senior Living 401(k)
Data from the public Form 5500 annual reports Everbrook Senior Living 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 Everbrook Senior Living. Not financial advice. Report a correction · Methodology