# Life Senior Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/life-senior-services-inc-401k-plan

> Life Senior Services, INC.'s 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Life Senior Services, INC.

- **Sponsor EIN:** 731043783

- **Sponsor Address:** 5330 E. 31ST ST.SUITE 800, TULSA, OK, 741355114

- **Plan Type:** 401(k)

- **Total Participants:** 109

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|109|$4.7M|$250,636|$457,181|

| 2023|219|$4.3M|$228,470|$382,968|

| 2022|156|$3.3M|$183,410|$344,213|

## 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|

| HEATHERINGTON & FIELDS CPA|Auditor|$46,533|—|$46,533|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,533

- **Estimated Expense Ratio:** 0.999% 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|$46,533|—|—|$46,533|—|

| 2023|$38,113|$12,884|$15,761|—|—|

| 2022|$28,776|—|—|—|$28,776|

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