Plan Snapshot
- Plan Sponsor: Lifeworks (Us) Ltd.
- Sponsor EIN: 521883918
- Sponsor Address: 115 PERIMETER CENTER PLACE NE SUITE, ATLANTA, GA, 30346
- Plan Type: 401(k)
- Total Participants: 1,154
- Total Assets: $98.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,154 | $98.9M | $3.2M | $6.0M |
| 2023 | 1,356 | $86.9M | $3.0M | $6.0M |
| 2022 | 1,672 | $75.6M | $3.4M | $6.5M |
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 |
|---|---|---|---|---|
| WARREN AVERETT,LLC | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.013% 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 | $259,053 | $26,357 | — | $12,500 | — |
| 2023 | $257,478 | $31,729 | $213,749 | $12,000 | — |
| 2022 | $253,845 | $31,193 | $208,802 | — | $11,450 |