Plan Snapshot
- Plan Sponsor: Lifestance Health, INC.
- Sponsor EIN: 475361406
- Sponsor Address: 4800 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 10,486
- Total Assets: $295.4M
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. |
|---|---|---|---|---|
| 2024 | 10,486 | $295.4M | $17.9M | $49.8M |
| 2023 | 9,008 | $214.4M | $15.4M | $40.4M |
| 2022 | 8,081 | $138.5M | $10.7M | $32.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $152,148 | $12,614 | $300 | — | — |
| 2023 | $140,250 | — | — | — | — |
| 2022 | $194,501 | — | $194,501 | — | — |