Plan Ledger DOL Form 5500 · updated monthly

Lifepath, Inc.401(k)

LIFEPATH, INC. 401(K) RETIREMENT PLAN · BETHLEHEM, PA · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Lifepath, Inc. reported $101,956 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $863 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.68% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,327th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,120th of 11,911 in health care & social assistance. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,423,812
Participants with balances547
Active participants631
Employer contributions$544,621
Employee contributions$1,763,125
Employer contribution per active participant$863
Average account balance$46,479
Benefits paid to participants$2,477,316
Plan auditUnmodified (clean) audit opinion
AuditorGBB & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 547 accts · $545K emplr
2023$23.3M · 565 accts · $485K emplr
2022$20.8M · 590 accts · $466K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,121
Investment management$22,535
Trustee / custodial$300
Total administrative$101,956
The Lifepath, Inc. 401(k) match · 2024
Employer contribution per active participant$863
Median for plans this size$2,416
2024$863 per active participant
2023$791 per active participant
2022$738 per active participant

Lifepath, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$59,566
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$19,555
BANK OF AMERICA N.A. · Investment advisory (plan)$22,535

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard, Transamerica
2023The Standard

This plan has changed recordkeepers within these filings. If you left Lifepath, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$101,956 · 0.42%
2023$144,645 · 0.66%
2022$132,434 · 0.68%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Voce PA$26.1M · 0.44%
Horizon House, Inc. PA$24.8M · 0.24%
Inglis Foundation PA$24.8M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237402943 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.