# Lifepath, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lifepath-inc-042542539-001

> Lifepath, INC.'s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lifepath, INC.

- **Sponsor EIN:** 042542539

- **Sponsor Address:** SUITE 201, GREENFIELD, MA, 01301

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

- **Plan Number:** 001

- **Total Participants:** 143

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|143|$7.6M|$363,646|$226,524|

| 2023|132|$7.1M|$314,771|$248,702|

| 2022|123|$6.4M|$307,268|$262,485|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$32,298|—|$32,298|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,298

- **Estimated Expense Ratio:** 0.427% 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|$37,278|—|$37,278|—|—|

| 2023|$34,917|—|$34,917|—|—|

| 2022|$31,771|—|$31,771|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lifepath-inc-042542539-001)

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