How big is Lifeshape's plan?

Lifeshape's plan reported $8.3M in assets and 74 participants for 2024.

Original filing (PDF)20251015133839NAL0002502531001

Lifeshape

Name: Lifeshape — Lifeshape Retirement Plan, Form 5500 (2024)
Creator: Lifeshape
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifeshape Retirement Plan

401(k) retirement plan · Lifeshape's Lifeshape Retirement Plan held $8.3M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Brian Mount signed Lifeshape's 2024 Form 5500 as plan administrator.

Brian Mount — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lifeshape's EIN is 20-0249641.

EIN 20-0249641

Plan number 001

Plan year 2024

ACK ID 20251015133839NAL0002502531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifeshape from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifeshape's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LIFESHAPE

EIN

all filings

Address

5200 BUFFINGTON ROAD · ATLANTA, GA · 30349

Phone

(404) 684-8514

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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