Lifestyle Communities, Ltd. 401(k) Plan: Login, Facts & Contact Information

Lifestyle Communities, Ltd. 401(k) Plan Facts

Plan name
LIFESTYLE COMMUNITIES, LTD. AND AFFILIATES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LIFESTYLE COMMUNITIES, LTD
Participants
688 (392 active employees)
Former employees with a balance
145
Plan assets
$18,787,060 at Dec 31, 2024
Average account balance
$42,893 across 438 accounts
Employer contributions
$1,051,617 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2000
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.91 million went into the plan in contributions, $1.05 million of it from the employer (27%).
  • $2.31 million was paid out to participants.
  • Investment and other income added $2.18 million.
  • Administrative expenses were $68,311, about $156 per account.

How the Lifestyle Communities, Ltd. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019455$9.43 million$237,736$1.12 million
2020508$12.3 million$671,548$1.42 million
2021549$15.5 million$943,514$1.43 million
2022550$13.9 million$1.05 million$1.58 million
2023593$15.1 million$912,761$4.11 million
2024688$18.8 million$1.05 million$2.31 million

Lifestyle Communities, Ltd. 401(k) Contact Information

Phone
614-918-2149
Mailing address
230 WEST STREET SUITE 200, COLUMBUS OH 43215
Plan sponsor
LIFESTYLE COMMUNITIES, LTD
Employer identification number (EIN)
31-1468514
Plan number
001

Questions about the Lifestyle Communities, Ltd. 401(k)

Does Lifestyle Communities, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.05 million, 27% of all contributions.

Does the Lifestyle Communities, Ltd 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lifestyle Communities, Ltd 401(k) plan?

688 participants at the start of plan year 2024, 392 of them active employees, and 145 former employees who still had money in the plan.

What is the average 401(k) balance at Lifestyle Communities, Ltd?

About $42,893 per account: $18.8 million in plan assets across 438 accounts with a balance at the end of plan year 2024.

Who manages the Lifestyle Communities, Ltd 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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.

Related Companies
Headquarter: 543 NORTH ST. SUITE C, NEW BEDFORD, MA, 02740
Headquarter: 1501 FRANKLIN AVENUE POST OFFICE BOX 8165, GARDEN CITY, NY, 11530
Headquarter: 1000 ABERNATHY ROAD NE, ATLANTA, GA, 30328
Headquarter: 320 SOUTH CANAL STREET 7 WEST, CHICAGO, IL, 606065707
Headquarter: 300 LAKESIDE DRIVE ATTENTION BENEFITS DEPARTMENT, OAKLAND, CA, 94612