Lifeworks, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lifeworks, INC.
  • Sponsor EIN: 222512887
  • Sponsor Address: 789 CLAPBOARDTREE ST, WESTWOOD, MA, 020901717
  • Plan Type: DC
  • Plan Number: 003
  • Total Participants: 446
  • Total Assets: $7.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023446$7.2M$394,150$490,419
2022425$5.7M$377,579$483,468

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