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

Southview Senior Living Management, Llc 401(k) Plan Facts

Plan name
SOUTHVIEW SENIOR COMMUNITIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHVIEW SENIOR LIVING MANAGEMENT LLC
Participants
534 (451 active employees)
Former employees with a balance
74
Plan assets
$14,186,429 at Dec 31, 2024
Average account balance
$52,934 across 268 accounts
Employer contributions
$685,643 in plan year 2024 (44% of all contributions)
Recordkeeper
Capital Group Retirement Plan Servi
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ 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 Jul 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.57 million went into the plan in contributions, $685,643 of it from the employer (44%).
  • $1.68 million was paid out to participants.
  • Investment and other income added $1.68 million.
  • Administrative expenses were $5,550, about $21 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019446$7.85 million$525,443$238,674
2020464$10.3 million$595,948$329,399
2021469$12.1 million$588,938$971,862
2022481$9.70 million$587,387$1.76 million
2023520$12.6 million$598,926$288,865
2024534$14.2 million$685,643$1.68 million

Southview Senior Living Management, Llc 401(k) Contact Information

Phone
651-454-4801
Mailing address
945 SIBLEY MEMORIAL HIGHWAY, LILYDALE MN 55118
Plan sponsor
SOUTHVIEW SENIOR LIVING MANAGEMENT LLC
Employer identification number (EIN)
26-1942031
Plan number
001

Questions about the Southview Senior Living Management, Llc 401(k)

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $685,643, 44% of all contributions.

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

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

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

534 participants at the start of plan year 2024, 451 of them active employees, and 74 former employees who still had money in the plan.

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

About $52,934 per account: $14.2 million in plan assets across 268 accounts with a balance at the end of plan year 2024.

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

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SERVI) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Capital Group / American Funds 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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