Care Partners Assisted Living, Llc 401(k) Plan: Login, Facts & Contact Information

Care Partners Assisted Living, Llc 401(k) Plan Facts

Plan name
CARE PARTNERS ASSISTED LIVING RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARE PARTNERS ASSISTED LIVING, LLC
Participants
332 (217 active employees)
Former employees with a balance
58
Plan assets
$1,895,230 at Dec 31, 2024
Average account balance
$8,815 across 215 accounts
Recordkeeper
Associated Trust Company, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 15, 2006
✓ 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 Jul 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $323,393 went into the plan in contributions.
  • $262,900 was paid out to participants.
  • Investment and other income added $240,080.
  • Administrative expenses were $9,197, about $43 per account.

How the Care Partners Assisted Living, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019334$1.23 million—$170,610
2020386$1.49 million—$147,316
2021417$1.64 million—$252,158
2022325$1.34 million—$202,442
2023305$1.61 million—$194,120
2024332$1.90 million—$262,900

Care Partners Assisted Living, Llc 401(k) Contact Information

Phone
920-232-1672
Mailing address
PO BOX 3006, OSHKOSH WI 54902
Plan sponsor
CARE PARTNERS ASSISTED LIVING, LLC
Employer identification number (EIN)
39-1980255
Plan number
001

Questions about the Care Partners Assisted Living, Llc 401(k)

Does Care Partners Assisted Living, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Care Partners Assisted Living, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Care Partners Assisted Living, Llc 401(k) plan?

332 participants at the start of plan year 2024, 217 of them active employees, and 58 former employees who still had money in the plan.

What is the average 401(k) balance at Care Partners Assisted Living, Llc?

About $8,815 per account: $1.90 million in plan assets across 215 accounts with a balance at the end of plan year 2024.

Who manages the Care Partners Assisted Living, Llc 401(k) accounts?

ASSOCIATED TRUST COMPANY, N.A. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Care Partners Assisted Living, Llc. How do I access my 401(k)?

Your account stays with ASSOCIATED TRUST COMPANY, N.A. 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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