Plan Snapshot
- Plan Sponsor: Lifebridge Health
- Sponsor EIN: 271956453
- Sponsor Address: 10090 RED RUN BLVD, OWINGS MILLS, MD, 21117
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $15.2M | $111,579 | $1.0M |
| 2023 | 166 | $15.1M | $107,249 | $966,423 |
| 2022 | 164 | $13.6M | $101,822 | $912,280 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $4,054 | — | $4,054 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,054
- Estimated Expense Ratio: 0.027% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,428 | — | — | $4,054 | — |
| 2023 | $26,685 | $2,682 | — | — | — |
| 2022 | $23,212 | $2,655 | — | — | — |