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

> Lifesteps, INC.'s 403(b) plan: 694 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 251665243

- **Sponsor Address:** 383 NEW CASTLE RD, BUTLER, PA, 160011743

- **Plan Type:** 403(b)

- **Total Participants:** 694

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|694|$5.1M|$0|$299,662|

| 2023|702|$4.4M|$0|$288,150|

| 2022|737|$3.9M|$0|$327,057|

## 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|

| MAHER DUESSEL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MAHER DUESSEL](https://planprovider.pro/provider/maher-duessel) — 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|$1,194|—|—|—|—|

| 2023|$852|—|—|—|—|

| 2022|$899|—|—|—|—|

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