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Original filing (PDF)20251008184306NAL0003208291001
LIFEWORKS SERVICES, INC. (CONTRACT)
Form 5500
FILING_RECEIVED
THRIFT RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,799
Accounts w/ balance
379
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEWORKS SERVICES, INC. (CONTRACT).
Plan sponsor
Name
LIFEWORKS SERVICES, INC. (CONTRACT)
EIN
41-0907857
Address
6636 CEDAR AVE S SUITE 250 · RICHFIELD, MN · 554232719
Phone
(651) 454-2732
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $62K | — |
Investments
28 direct securities· $20.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.2M | 15.6% | |
| Capital Preservation Account Guaranteed Interest Account | — | — | — | $1.8M | 8.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.7M | 8.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.7M | 8.3% | |
| Fidelity Advisor Equity Growth | — | — | — | $1.5M | 7.1% | |
| American Funds EuroPacific Gr Fund | — | — | — | $928K | 4.5% | |
| Vanguard Wellington Fund | — | — | — | $846K | 4.1% | |
| Vanguard Equity Income Fund | — | — | — | $842K | 4.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $840K | 4.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $833K | 4.0% | |
| Dodge and Cox Income Fund | — | — | — | $819K | 4.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $801K | 3.9% | |
| Vanguard Small Cap Index Fund | — | — | — | $687K | 3.3% | |
| Vanguard Total Intl Stock Index Fund | — | — | — | $611K | 3.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $574K | 2.8% | |
| Vanguard Small-Cap Val Index Fund | — | — | — | $534K | 2.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $428K | 2.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $386K | 1.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $374K | 1.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $232K | 1.1% | |
| MFS Mid Cap Value Fund | — | — | — | $167K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $166K | 0.8% | |
| Maturities Through 2039 - | — | — | — | $140K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $135K | 0.7% | |
| T.Rowe Price Mid Cap Growth Fund | — | — | — | $129K | 0.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $121K | 0.6% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $86K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $6K | <0.1% |