# Lifestream Services INC 403(b) Plan
Source: https://planprovider.pro/companies/lifestream-services-inc-403b-plan

> Lifestream Services INC's 403(b) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BARNES DENNIG & CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARNES DENNIG & CO., LTD](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — 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|$15,537|$11,698|$3,839|—|—|

| 2023|$11,024|$8,523|$2,501|—|—|

| 2022|$10,094|$7,034|$3,060|—|—|

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