Partners Senior Living Options 401(k) match, vesting and fees
What Partners Senior Living Options' 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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Schlenner Wenner & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Partners Senior Living Options: employer contribution per participant | $1,778 | |
| Peer median | $1,468 |
| Partners Senior Living Options: average balance | $36,950 | |
| Peer median | $37,786 |
| Partners Senior Living Options: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.39% |
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 $3.7M at the end of plan year 2021 to $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 396 | $5.6M | $270K | $1,778 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 396 | $4.7M | $243K | $1,578 | 0.63% | Not published | Form 5500 ↗ |
| 2022 | 431 | $3.6M | $213K | $1,348 | 0.60% | Not published | Form 5500 ↗ |
| 2021 | 420 | $3.7M | $201K | $1,367 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Partners Senior Living Options match 401(k) contributions?
The match terms for the Partners Senior Living Options Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $270K in employer contributions, about $1,778 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Partners Senior Living Options 401(k) match vested?
The vesting schedule for the Partners Senior Living Options Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Partners Senior Living Options 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Partners Senior Living Options, LLC.
I left Partners Senior Living Options. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Partners Senior Living Options, LLC, (320) 468-2920) or the recordkeeper, John Hancock Life Insurance Company. The Partners Senior Living Options old 401(k) page lists the contacts from every plan filing. Find an old Partners Senior Living Options 401(k)
Data from the public Form 5500 annual reports Partners Senior Living Options 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 Partners Senior Living Options. Not financial advice. Report a correction · Methodology