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

Stonegate Senior Living, Llc 401(k) Plan Facts

Plan name
STONEGATE SENIOR LIVING, LP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STONEGATE SENIOR LIVING, LP
Participants
2,020 (1,375 active employees)
Former employees with a balance
267
Plan assets
$20,947,559 at Dec 31, 2024
Average account balance
$27,490 across 762 accounts
Employer contributions
$557 in plan year 2024 (0% of all contributions)
Recordkeeper
John Hancock Usa
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2005
✓ 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

  • $1.11 million went into the plan in contributions, $557 of it from the employer (0%).
  • $2.56 million was paid out to participants.
  • Investment and other income added $2.71 million.
  • Administrative expenses were $130,209, about $171 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,031$18.9 million—$3.11 million
20202,107$20.6 million—$2.50 million
20211,713$22.8 million—$1.91 million
20222,119$17.0 million—$2.81 million
20231,975$19.9 million—$1.18 million
20242,020$20.9 million$557$2.56 million

Stonegate Senior Living, Llc 401(k) Contact Information

Phone
972-899-4136
Mailing address
1500 WATERS RIDGE DRIVE, SUITE 200, LEWISVILLE TX 75057
Plan sponsor
STONEGATE SENIOR LIVING, LP
Employer identification number (EIN)
75-2961469
Plan number
001

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

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $557, 0% of all contributions.

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

2,020 participants at the start of plan year 2024, 1,375 of them active employees, and 267 former employees who still had money in the plan.

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

About $27,490 per account: $20.9 million in plan assets across 762 accounts with a balance at the end of plan year 2024.

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

John Hancock (listed on the filing as JOHN HANCOCK USA) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with John Hancock 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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