# Lifestream, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lifestream-inc-401k-plan

> Lifestream, INC.'s 401(k) plan: 657 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 042743314

- **Sponsor Address:** PO BOX 50487, NEW BEDFORD, MA, 027450017

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

- **Total Participants:** 657

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|657|$9.9M|$0|$0|

| 2023|603|$8.3M|$0|$0|

## 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|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

## 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|$5,545|—|—|—|—|

| 2023|$3,006|—|—|—|—|

## Similar Plans

- [Community Teamwork INC.](https://planprovider.pro/companies/community-teamwork-inc-plan-003) — 661 participants

- [Interwell Health Partners, INC](https://planprovider.pro/companies/interwell-health-partners-inc-401k-plan) — 664 participants

- [Douglas A. Thom Clinic, INC.](https://planprovider.pro/companies/douglas-a-thom-clinic-inc-403b-plan) — 644 participants

- [The North East Educational And Developmental Supports Center, INC.](https://planprovider.pro/companies/the-north-east-educational-and-developmental-supports-center-inc-401k-plan) — 582 participants

- [Wayside Youth And Family Support Network, INC.](https://planprovider.pro/companies/wayside-youth-and-family-support-network-inc-403b-plan) — 573 participants

- [Making Opportunity Count, INC.](https://planprovider.pro/companies/making-opportunity-count-inc-plan-002) — 565 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lifestream-inc-401k-plan)

© 2026 PlanProvider.Pro