Plan Snapshot
- Plan Sponsor: Lifecare Alliance
- Sponsor EIN: 314379494
- Sponsor Address: 1699 WEST MOUND STREET, COLUMBUS, OH, 43223
- Plan Type: 403(b)
- Total Participants: 276
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $5.3M | $140,382 | $401,036 |
| 2023 | 270 | $4.9M | $127,062 | $385,336 |
| 2022 | 251 | $4.3M | $121,911 | $393,957 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — Auditor
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 | $19,309 | $17,063 | — | — | — |
| 2023 | $17,278 | $14,669 | — | — | — |
| 2022 | $16,709 | $15,348 | $1,361 | — | — |