Charter Senior Living, Llc 401(k) Plan: Login, Facts & Contact Information

Charter Senior Living, Llc 401(k) Plan Facts

Plan name
CHARTER SENIOR LIVING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHARTER SENIOR LIVING, LLC
Participants
3,380 (1,768 active employees)
Former employees with a balance
87
Plan assets
$5,710,313 at Dec 31, 2024
Average account balance
$12,360 across 462 accounts
Employer contributions
$580,098 in plan year 2024 (30% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ 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 Mar 26, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.97 million went into the plan in contributions, $580,098 of it from the employer (30%).
  • $593,026 was paid out to participants.
  • Investment and other income added $531,291.
  • Administrative expenses were $42,008, about $91 per account.

How the Charter Senior Living, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019495$376,852$88,006$19,538
2020461$823,108$96,580$67,524
20211,346$1.55 million$169,413$145,003
20221,773$2.42 million$383,399$172,440
20232,146$3.85 million$510,372$496,137
20243,380$5.71 million$580,098$593,026

Charter Senior Living, Llc 401(k) Contact Information

Phone
331-472-2078
Mailing address
2863 W. 95TH STREET, SUITES 143-365, NAPERVILLE IL 60564
Plan sponsor
CHARTER SENIOR LIVING, LLC
Employer identification number (EIN)
81-1955685
Plan number
001

Questions about the Charter Senior Living, Llc 401(k)

Does Charter Senior Living, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $580,098, 30% of all contributions.

Does the Charter Senior Living, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Charter Senior Living, Llc 401(k) plan?

3,380 participants at the start of plan year 2024, 1,768 of them active employees, and 87 former employees who still had money in the plan.

What is the average 401(k) balance at Charter Senior Living, Llc?

About $12,360 per account: $5.71 million in plan assets across 462 accounts with a balance at the end of plan year 2024.

Who manages the Charter Senior Living, Llc 401(k) accounts?

John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Charter Senior Living, Llc. How do I access my 401(k)?

Your account stays with John Hancock 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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