Plan Snapshot
- Plan Sponsor: Life Line Screening Of America
- Sponsor EIN: 341839775
- Sponsor Address: 6111 OAK TREE BLVD, INDEPENDENCE, OH, 44131
- Plan Type: 401(k)
- Total Participants: 838
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 838 | $23.8M | $733,065 | $2.5M |
| 2023 | 803 | $20.1M | $700,383 | $2.3M |
| 2022 | 798 | $16.3M | $674,667 | $2.1M |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $126,329 | — | — | — | — |
| 2023 | $124,980 | $15,244 | — | — | — |
| 2022 | $136,106 | — | — | — | — |