Plan Ledger DOL Form 5500 · updated monthly

Lifestyle Home Services LLC401(k)

LIFESTYLE HOME SERVICES 401(K) PLAN · SALT LAKE CITY, UT · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Lifestyle Home Services LLC reported $3,623 in plan administrative expenses for 2022: 0.38% of average plan assets, lower than ~75% of peers. Employer contributions averaged $996 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Utah (800th of 848), and 2,210th of 2,534 in administrative & support services. In 2022, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$962,884
Participants with balances72
Active participants136
Employer contributions$135,399
Employee contributions$388,353
Employer contribution per active participant$996
Average account balance$13,373
Benefits paid to participants$38,483
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT & STEWART CPA
The Lifestyle Home Services LLC 401(k) match · 2022
Employer contribution per active participant$996
Median for plans this size$331

Lifestyle Home Services LLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,623 · 0.38%
Similar plansAdministrative & Support Services · Utah
Plusone Company UT$2.0M · 1.07%
E Entities, LLC UT$1.1M · 2.06%
Superior Maintenance Co. KY$969K · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872216161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.