Lydia Home Association 401(k) Plan: Login, Facts & Contact Information

Lydia Home Association 401(k) Plan Facts

Plan name
LYDIA HOME ASSOCIATION 401(K) RETIREMENT PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LYDIA HOME ASSOCIATION
Participants
477 (443 active employees)
Former employees with a balance
65
Plan assets
$2,755,100 at Jun 30, 2025
Average account balance
$9,600 across 287 accounts
Recordkeeper
Alliance Pension Consultants, Llc
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Mar 1, 2009
✓ 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 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $565,833 went into the plan in contributions.
  • $202,332 was paid out to participants.
  • Investment and other income added $254,432.
  • Administrative expenses were $9,405, about $33 per account.

How the Lydia Home Association 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019277$1.08 million—$44,908
2020313$1.73 million—$97,546
2021375$1.43 million$222$460,597
2022447$1.79 million—$241,943
2023428$2.17 million—$360,770
2024477$2.76 million—$202,332

Lydia Home Association 401(k) Contact Information

Phone
773-653-2222
Mailing address
4300 W. IRVING PARK RD, CHICAGO IL 60641
Plan sponsor
LYDIA HOME ASSOCIATION
Employer identification number (EIN)
36-1412810
Plan number
002

Questions about the Lydia Home Association 401(k)

Does Lydia Home Association contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Lydia Home Association 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lydia Home Association 401(k) plan?

477 participants at the start of plan year 2024, 443 of them active employees, and 65 former employees who still had money in the plan.

What is the average 401(k) balance at Lydia Home Association?

About $9,600 per account: $2.76 million in plan assets across 287 accounts with a balance at the end of plan year 2024.

Who manages the Lydia Home Association 401(k) accounts?

ALLIANCE PENSION CONSULTANTS, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lydia Home Association. How do I access my 401(k)?

Your account stays with ALLIANCE PENSION CONSULTANTS, LLC 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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