# Living Independently Forever, INC. 401(k) Plan
Source: https://planprovider.pro/companies/living-independently-forever-inc-401k-plan

> Living Independently Forever, INC.'s 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Living Independently Forever, INC.

- **Sponsor EIN:** 223190452

- **Sponsor Address:** 550 LINCOLN ROAD EXT., HYANNIS, MA, 02601

- **Plan Type:** 401(k)

- **Total Participants:** 194

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|194|$4.9M|$228,938|$256,344|

| 2023|187|$4.2M|$216,374|$226,266|

| 2022|180|$3.3M|$194,125|$202,899|

## 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|

| TIAA - TEACHERS INSURANCE AND ANNUI|SERVICE PROVIDER|$7,389|—|$7,389|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA - TEACHERS INSURANCE AND ANNUI](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,389

- **Estimated Expense Ratio:** 0.149% 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|$7,239|—|$7,239|—|—|

| 2023|$3,285|—|$3,285|—|—|

| 2022|—|—|—|—|—|

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