Plan Ledger DOL Form 5500 · updated monthly

Lifestream Services Inc403(b)

LIFESTREAM SERVICES INC. RETIREMENT SAVINGS PLAN · YORKTOWN, IN · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Lifestream Services Inc reported $15,537 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $2,131 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 rose from 0.30% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,163rd of 1,562), and 7,807th of 11,911 in health care & social assistance. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,174,853
Participants with balances105
Active participants129
Employer contributions$274,843
Employee contributions$223,684
Employer contribution per active participant$2,131
Average account balance$49,284
Benefits paid to participants$239,795
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO., LTD
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 105 accts · $275K emplr
2023$4.3M · 112 accts · $257K emplr
2022$3.2M · 102 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,839
Investment management$11,698
Total administrative$15,537
Employer contributions to the Lifestream Services Inc plan · 2024
Employer contribution per active participant$2,131
Median for plans this size$1,313
2024$2,131 per active participant
2023$1,487 per active participant
2022$1,651 per active participant

Lifestream Services Inc's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,839
EDWARD D JONES AND CO · Investment advisory (participants) · Investment advisory (plan)$11,698

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,537 · 0.33%
2023$11,024 · 0.29%
2022$10,094 · 0.30%
Similar plansHealth Care & Social Assistance · Indiana
Sycamore Services, Inc IN$5.5M · 0.96%
Aba Programming Inc IN$5.2M · 0.17%
Carey Services, Inc. IN$5.1M · 0.83%
Jobworks, Inc. IN$4.8M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351356741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.