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

Oaks Senior Living, Llc 401(k) Plan Facts

Plan name
OAKS SENIOR LIVING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OAKS SENIOR LIVING, LLC
Participants
1,233 (1,427 active employees)
Former employees with a balance
54
Plan assets
$4,891,929 at Dec 31, 2024
Average account balance
$7,435 across 658 accounts
Employer contributions
$580,934 in plan year 2024 (42% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 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 (Jan 1, 2024 – Dec 31, 2024), filed Sep 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.37 million went into the plan in contributions, $580,934 of it from the employer (42%).
  • $701,063 was paid out to participants.
  • Investment and other income added $459,380.
  • Administrative expenses were $50,450, about $77 per account.

How the Oaks Senior Living, Llc 401(k) changed, 2015–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015188$508,281$48,860$75,663
2016238$618,229$43,716$50,616
2017272$832,684$55,165$51,704
20221,562$2.78 million$510,513$396,588
20231,179$3.86 million$617,147$841,722
20241,233$4.89 million$580,934$701,063

Oaks Senior Living, Llc 401(k) Contact Information

Phone
770-888-4683
Mailing address
1111 ALDERMAN DR. STE 420, ALPHARETTA GA 30005
Plan sponsor
OAKS SENIOR LIVING, LLC
Employer identification number (EIN)
26-0589951
Plan number
001

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

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $580,934, 42% of all contributions.

Does the Oaks 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 Oaks Senior Living, Llc 401(k) plan?

1,233 participants at the start of plan year 2024, 1,427 of them active employees, and 54 former employees who still had money in the plan.

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

About $7,435 per account: $4.89 million in plan assets across 658 accounts with a balance at the end of plan year 2024.

Who manages the Oaks Senior Living, Llc 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 Oaks Senior Living, Llc. 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: 770 WOODLAND ROAD, MOUNT HOLLY, NJ, 08060
Headquarter: 30 W. MONROE ST. SUITE 1200, CHICAGO, IL, 60603
Headquarter: 200 ST. PAUL STREET, SUITE 2420, BALTIMORE, MD, 21202
Headquarter: 909 THIRD AVE 24TH FLOOR, NEW YORK, NY, 10022
Headquarter: 800 CAPITOL STREET SUITE 3000, HOUSTON, TX, 77002