Plan Snapshot
- Plan Sponsor: Lifestyle Communities, Ltd
- Sponsor EIN: 311468514
- Sponsor Address: 230 WEST STREET SUITE 200, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $18.8M
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 | 392 | $18.8M | $1.1M | $1.7M |
| 2023 | 371 | $15.1M | $912,761 | $1.6M |
| 2022 | 354 | $13.9M | $1.1M | $1.9M |
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 |
|---|---|---|---|---|
| GBQ PARTNERS | 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 | $68,311 | $29,776 | — | — | — |
| 2023 | $48,969 | $26,195 | — | — | — |
| 2022 | $54,430 | $27,397 | $27,033 | — | — |