Plan Ledger DOL Form 5500 · updated monthly

Lifestyle Support Services, Inc.401(k)

LIFESTYLE SUPPORT SERVICES 401(K) PLAN · ELMORA, PA · plan year 2024

Reported admin expense ratio · 2024
1.75%

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

Lifestyle Support Services, Inc. reported $70,617 in plan administrative expenses for 2024: 1.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,614 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 3 years on file its reported administrative ratio has held roughly steady near 1.75%. 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 Pennsylvania (2,958th of 3,651), and 8,264th of 11,911 in health care & social assistance. In 2024, the employer put in $1.44 for every $1.00 employees contributed themselves; active participation has grown from 135 to 153 since 2022.

Plan summary
Net assets, end of year$4,420,090
Participants with balances187
Active participants153
Employer contributions$400,000
Employee contributions$277,635
Employer contribution per active participant$2,614
Average account balance$23,637
Benefits paid to participants$361,620
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 187 accts · $400K emplr
2023$3.6M · 181 accts · $300K emplr
2022$3.3M · 175 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,022
Investment management$17,945
Audit (IQPA)$13,650
Total administrative$70,617
The Lifestyle Support Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,614
Median for plans this size$1,313
2024$2,614 per active participant
2023$2,190 per active participant
2022$2,222 per active participant

Lifestyle Support Services, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$39,022
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$17,945
YOUNG, OAKES, BROWN & COMPANY, P.C. · Accounting / audit$13,650

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
2023The Standard

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

Administrative cost history3
2024$70,617 · 1.75%
2023$54,323 · 1.57%
2022$51,925 · 1.73%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Liberty Resources Inc PA$4.6M · 0.03%
Allaire Health Services PA$4.5M · 0.29%
Hias Pennsylvania PA$4.5M · 0.98%
Action Housing, Inc. PA$4.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251808601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.