Plan Snapshot
- Plan Sponsor: Lifeway Mobility Holdings, LLC
- Sponsor EIN: 474807209
- Sponsor Address: 40A WESTON ST., HARTFORD, CT, 06120
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 274 | $5.6M | $399,090 | $910,401 |
| 2023 | 244 | $4.1M | $313,989 | $827,460 |
| 2022 | 189 | $2.7M | $0 | $585,530 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $38,291 | $12,182 | — | — | — |
| 2023 | $13,493 | $3,386 | — | — | — |
| 2022 | $10,557 | — | $10,557 | — | — |