Capri Communities, Llc 401(k) Plan: Login, Facts & Contact Information

Capri Communities, Llc 401(k) Plan Facts

Plan name
CAPRI SENIOR COMMUNITIES RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAPRI COMMUNITIES LLC
Participants
824 (712 active employees)
Former employees with a balance
198
Plan assets
$9,109,589 at Dec 31, 2024
Average account balance
$10,871 across 838 accounts
Employer contributions
$286,735 in plan year 2024 (13% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.20 million went into the plan in contributions, $286,735 of it from the employer (13%).
  • $1.11 million was paid out to participants.
  • Investment and other income added $930,198.
  • Administrative expenses were $90,570, about $108 per account.

How the Capri Communities, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019508$3.29 million$111,430$257,125
2020410$3.98 million$110,680$505,323
2021564$5.73 million$138,382$388,143
2022679$5.39 million$178,814$701,019
2023757$7.20 million$207,526$820,071
2024824$9.11 million$286,735$1.11 million

Capri Communities, Llc 401(k) Contact Information

Phone
262-798-1224
Mailing address
20875 CROSSROADS CIRCLE, WAUKESHA WI 53186
Plan sponsor
CAPRI COMMUNITIES LLC
Employer identification number (EIN)
39-2030637
Plan number
001

Questions about the Capri Communities, Llc 401(k)

Does Capri Communities, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $286,735, 13% of all contributions.

Does the Capri Communities, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Capri Communities, Llc 401(k) plan?

824 participants at the start of plan year 2024, 712 of them active employees, and 198 former employees who still had money in the plan.

What is the average 401(k) balance at Capri Communities, Llc?

About $10,871 per account: $9.11 million in plan assets across 838 accounts with a balance at the end of plan year 2024.

Who manages the Capri Communities, Llc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Capri Communities, Llc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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