# Lifestyle Communities, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/lifestyle-communities-ltd-401k-plan

> Lifestyle Communities, Ltd's 401(k) plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$30,701|—|$30,701|

| EVERHART FINANCIAL GROUP INC|ADVISOR|$19,887|—|$19,887|

| EVERHART FINANCIAL GROUP INC|INVESTMENT ADVISOR|$9,889|—|$9,889|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$8,784|—|$8,784|

| GBQ PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,261

- **Estimated Expense Ratio:** 0.369% 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|$68,311|$29,776|—|—|—|

| 2023|$48,969|$26,195|—|—|—|

| 2022|$54,430|$27,397|$27,033|—|—|

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