Plan Snapshot
- Plan Sponsor: Lifetime Assistance, INC.
- Sponsor EIN: 222221158
- Sponsor Address: 425 PAUL ROAD, ROCHESTER, NY, 146244721
- Plan Type: DC
- Total Participants: 916
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 916 | $33.4M | $1.5M | $0 |
| 2023 | 1,382 | $31.7M | $1.5M | $0 |
| 2022 | 1,400 | $27.8M | $1.4M | $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 |
|---|---|---|---|---|
| BURKE GROUP | Other Service Provider | $126,143 | — | $126,143 |
| NEWPORT GROUP | Other Service Provider | $9,386 | — | $9,386 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,529
- Estimated Expense Ratio: 0.405% 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 | $135,529 | — | $135,529 | — | — |
| 2023 | $128,651 | — | $128,651 | — | — |
| 2022 | $103,509 | — | $103,509 | — | — |