# Lifequest, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lifequest-inc-403b-plan

> Lifequest, INC.'s 403(b) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — 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|—|—|

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