# Lifebridge Health 401(k) Plan
Source: https://planprovider.pro/companies/carroll-county-med-services-inc-401k-plan

> Lifebridge Health's 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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