Plan Snapshot
- Plan Sponsor: Lifequest, INC.
- Sponsor EIN: 061097850
- Sponsor Address: 2460 JOHN FRIES HIGHWAY, QUAKERTOWN, PA, 189512259
- Plan Type: 403(b)
- Total Participants: 342
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 342 | $2.4M | $117,169 | $283,588 |
| 2023 | 281 | $2.1M | $93,089 | $219,003 |
| 2022 | 249 | $1.5M | $90,056 | $224,747 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $36,430 | — | $36,430 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $5,248 | $5,248 |
| CAMPBELL, RAPPOLD & YURASITS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,678
- Estimated Expense Ratio: 1.715% 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 | $36,431 | — | $36,431 | — | — |
| 2023 | $27,601 | — | $27,601 | — | — |
| 2022 | $23,834 | — | $23,834 | — | — |