Colonial Oaks Senior Living Employer Llc 401(k) Plan: Login, Facts & Contact Information

Colonial Oaks Senior Living Employer Llc 401(k) Plan Facts

Plan name
COLONIAL OAKS SENIOR LIVING EMPLOYER LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) and profit sharing
Plan sponsor
COLONIAL OAKS SENIOR LIVING EMPLOYER LLC
Participants
392 (229 active employees)
Former employees with a balance
148
Plan assets
$1,220,911 at Dec 31, 2024
Average account balance
$5,308 across 230 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
— 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 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $105,778 went into the plan in contributions.
  • $327,001 was paid out to participants.
  • Investment and other income added $133,057.
  • Administrative expenses were $8,626, about $38 per account.

How the Colonial Oaks Senior Living Employer Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019663$2.71 million—$115,062
2020696$2.34 million—$877,710
2021640$2.72 million—$230,886
2022815$1.50 million—$1.02 million
2023499$1.32 million—$486,613
2024392$1.22 million—$327,001

Colonial Oaks Senior Living Employer Llc 401(k) Contact Information

Phone
713-780-8100
Mailing address
2315 ROUTH ST, DALLAS TX 752012025
Plan sponsor
COLONIAL OAKS SENIOR LIVING EMPLOYER LLC
Plan administrator
ERISA FIDUCIARY SERVICES INC.
Employer identification number (EIN)
81-4015352
Plan number
001

Questions about the Colonial Oaks Senior Living Employer Llc 401(k)

Does Colonial Oaks Senior Living Employer Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Colonial Oaks Senior Living Employer Llc 401(k) have automatic enrollment?

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

How many people are in the Colonial Oaks Senior Living Employer Llc 401(k) plan?

392 participants at the start of plan year 2024, 229 of them active employees, and 148 former employees who still had money in the plan.

What is the average 401(k) balance at Colonial Oaks Senior Living Employer Llc?

About $5,308 per account: $1.22 million in plan assets across 230 accounts with a balance at the end of plan year 2024.

Who manages the Colonial Oaks Senior Living Employer Llc 401(k) accounts?

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

I no longer work at Colonial Oaks Senior Living Employer Llc. How do I access my 401(k)?

Your account stays with OneAmerica Financial 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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