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Original filing (PDF)20251010090856NAL0017488834001
LIFESPACE COMMUNITIES, INC.
Form 5500
FILING_RECEIVED
LIFESPACE COMMUNITIES 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
4,340
Accounts w/ balance
4,582
Plan assets (EOY)
$76.7M
Net assets (EOY)
$76.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 27 bps in Schedule C fees — 67% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFESPACE COMMUNITIES, INC..
Plan sponsor
Name
LIFESPACE COMMUNITIES, INC.
EIN
42-1068850
Address
3501 OLYMPUS BLVD #300 · DALLAS, TX · 75019
Phone
(949) 812-2804
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $205K | — |
Investments
30 direct securities· $76.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Premier | — | — | — | $8.9M | 11.6% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $8.4M | 11.0% | |
| Fidelity 500 Index Fund | — | — | — | $6.7M | 8.7% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $6.3M | 8.2% | |
| Empower EI Fixed Account - Series Class IV | — | — | — | $6.0M | 7.8% | |
| American Funds American Balanced Fund Large Cap Growth Z | — | — | — | $6.0M | 7.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4.4M | 5.7% | |
| Fidelity Freedom Index 2035 Premier | — | — | — | $3.9M | 5.1% | |
| Fidelity Freedom Index 2020 Premier | — | — | — | $3.2M | 4.2% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $2.9M | 3.7% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $2.5M | 3.3% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $2.0M | 2.7% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $1.9M | 2.5% | |
| MFS International Growth R6 | — | — | — | $1.9M | 2.5% | |
| Fidelity US Bond Index Fund | — | — | — | $1.5M | 2.0% | |
| Vanguard Group Vanguard Equity-Income Admin Fund | — | — | — | $1.3M | 1.7% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $1.3M | 1.7% | |
| Fidelity Freedom Index 2065 Premier | — | — | — | $1.2M | 1.5% | |
| Baird Core Plus Bond I Fund | — | — | — | $1.1M | 1.5% | |
| Vanguard Group Vanguard Total Institutional Stock Inde | — | — | — | $1.1M | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.0M | 1.3% | |
| American Beacon Funds Small Cap Value R6 Fund | — | — | — | $730K | 1.0% | |
| Fidelity Freedom Index 2010 Premier | — | — | — | $468K | 0.6% | |
| Alliance Bernstein Small Cap Growth Port Z Fund | — | — | — | $410K | 0.5% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fund | — | — | — | $297K | 0.4% | |
| PIMCO Funds PIMCO Income Instl | — | — | — | $256K | 0.3% | |
| Fidelity Freedom Index Income Premier | — | — | — | $243K | 0.3% | |
| Dreyfus Government Cash Mgmt Instl | — | — | — | $203K | 0.3% | |
| Fidelity Freedom Index 2015 Premier | — | — | — | $201K | 0.3% | |
| SEI Trust Company Allspring Spec M Cap Value R6 | — | — | — | $158K | 0.2% |
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