Scenic Living Communities 401(k) match, vesting and fees
What Scenic Living 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 | Principal Life Ins. Co. | Schedule C ↗ |
| Independent auditor | Pickett, Chandy & Mcmullen, 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Scenic Living Communities: employer contribution per participant | $811 | |
| Peer median | $1,468 |
| Scenic Living Communities: average balance | $16,443 | |
| Peer median | $37,786 |
| Scenic Living Communities: admin expenses ÷ assets | 0.99% | |
| 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 $1.7M at the end of plan year 2021 to $2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 132 | $2M | $100K | $811 | 0.99% | Not published | Form 5500 ↗ |
| 2023 | 135 | $1.7M | $117K | $972 | 1.24% | Not published | Form 5500 ↗ |
| 2022 | 133 | $1.5M | $106K | $887 | 0.79% | Not published | Form 5500 ↗ |
| 2021 | 167 | $1.7M | $74K | $504 | 0.65% | Not published | 5500-SF ↗ |
Common questions
Does Scenic Living Communities match 401(k) contributions?
The match terms for the Scenic Living Communities, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $100K in employer contributions, about $811 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Scenic Living Communities 401(k) match vested?
The vesting schedule for the Scenic Living Communities, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Scenic Living Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Ins. Co.. The plan administrator is Scenic Living Communities, Inc..
I left Scenic Living Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Scenic Living Communities, Inc., (641) 648-4671) or the recordkeeper, Principal Life Ins. Co.. The Scenic Living Communities old 401(k) page lists the contacts from every plan filing. Find an old Scenic Living Communities 401(k)
Data from the public Form 5500 annual reports Scenic Living 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 Scenic Living Communities. Not financial advice. Report a correction · Methodology