Plan Snapshot
- Plan Sponsor: Lifestream Services INC
- Sponsor EIN: 351356741
- Sponsor Address: 1701 S PILGRIM BLVD, YORKTOWN, IN, 47396
- Plan Type: 403(b)
- Total Participants: 129
- Total Assets: $5.2M
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 | 129 | $5.2M | $274,843 | $223,684 |
| 2023 | 173 | $4.3M | $257,272 | $186,308 |
| 2022 | 140 | $3.2M | $231,114 | $160,818 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $3,839 | $47,868 | $51,707 |
| EDWARD D JONES AND CO | Other Service Provider | $11,698 | — | $11,698 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,405
- Estimated Expense Ratio: 1.225% 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 | $15,537 | $11,698 | $3,839 | — | — |
| 2023 | $11,024 | $8,523 | $2,501 | — | — |
| 2022 | $10,094 | $7,034 | $3,060 | — | — |