Plan Snapshot
- Plan Sponsor: Lifecare Assurance Company
- Sponsor EIN: 860388413
- Sponsor Address: 21600 OXNARD STREET, SUITE 1500, WOODLAND HILLS, CA, 913674972
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 247 | $39.4M | $303,143 | $1.9M |
| 2023 | 297 | $36.0M | $289,628 | $1.9M |
| 2022 | 292 | $30.6M | $261,410 | $1.8M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $23,755 | — | $23,755 |
| TRUOG-RYDING COMPANY | CONTRACT ADMIN | $13,566 | — | $13,566 |
| JKL ROSENBERGER LLP | AUDITOR | $11,500 | — | $11,500 |
| EMPOWER ANNUITY INS COMPANY | RECORDKEEPER | $6,884 | — | $6,884 |
| JLK ROSENBERGER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,705
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 |
|---|---|---|---|---|---|
| 2025 | $190 | — | $190 | — | — |
| 2024 | $14,356 | — | $14,356 | — | — |
| 2023 | $3,075 | — | $3,075 | — | — |
| 2022 | $5,200 | — | $5,200 | — | — |