Original filing (PDF)20250415140425NAL0001459715001

LIFESTREAM, INC.

Name: LIFESTREAM, INC. — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LIFESTREAM, INC., Form 5500 (2023)
Creator: LIFESTREAM, INC.

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LIFESTREAM, INC.

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

657

Accounts w/ balance

414

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 22K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFESTREAM, INC..

Plan sponsor

Name

LIFESTREAM, INC.

EIN

04-2743314

Address

PO BOX 50487 · NEW BEDFORD, MA · 027450017

Phone

(508) 993-1991

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$6K	—

Investments

1 pooled fund· $9.3M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.