HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN

Plan Contact

  • Address: TWO BALA PLAZA,,BALA CYNWYD,PA
  • Contact person: CINDY DELMONTE
  • Phone: (561) 801-7582

Plan General Information

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is $2,058,652.00.This plan was established in 2001.

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is 614

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is $3,352.00

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is $393.00.

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is -19.05%.

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is -14.09%. This measures the effectiveness of the plan participants' investments in the year.

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN is 1.00%.

Enrollment Features

HEARTHSTONE SENIOR COMMUNITIES INC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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