How big is Lifequest's plan?

Lifequest's plan reported $8.0M in assets and 196 participants for 2024.

Original filing (PDF)20251013103537NAL0000493987001

Lifequest

Name: Lifequest — 403(b) Thrift Plan of Lifequest, Form 5500 (2024)
Creator: Lifequest
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Lifequest

401(k) retirement plan · Lifequest's 403(b) Thrift Plan of Lifequest held $8.0M in plan assets for 196 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late participant contributions15% employer stock

Active participants

196

Accounts w/ balance

182

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Lifequest's EIN is 46-0348946.

EIN 46-0348946

Plan number 001

Plan year 2024

ACK ID 20251013103537NAL0000493987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifequest's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 25K (3% of contributions).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

LIFEQUEST

EIN

all filings

Address

804 N MENTZER ST · MITCHELL, SD · 573012130

Phone

(605) 996-2032

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ELO PROF LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$3K	—

Investments

39 direct securities · 1 pooled fund· $14.6M(100% 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.

Pooled Separate Account

$6.8M

1 holding

Pooled Separate Accounts

$6.6M

37 holdings

Common Stocks

$1.2M

1 holding

Other securities

$13K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$6.8M	85.1%
Mutual of America Life Insurance Company General Account Insurance Company Mutual of America Interest Accumulation	Common Stocks	—	—	$1.2M	14.9%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2025 Retirement Fund	Pooled Separate Accounts	—	—	$676K	8.5%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2040 Retirement Fund	Pooled Separate Accounts	—	—	$606K	7.6%
Mutual of America Life Pooled Separate Account Insurance Company Fidelity Investments VIP Contrafund	Pooled Separate Accounts	—	—	$452K	5.7%
Mutual of America Life Pooled Separate Account Insurance Company Fidelity Investments VIP Equity‐Income	Pooled Separate Accounts	—	—	$401K	5.0%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Equity Index Fund	Pooled Separate Accounts	—	—	$378K	4.7%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America All America Fund	Pooled Separate Accounts	—	—	$360K	4.5%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2045 Retirement Fund	Pooled Separate Accounts	—	—	$353K	4.4%
Mutual of America Life Pooled Separate Account Insurance Company Fidelity Investments VIP Asset Manager	Pooled Separate Accounts	—	—	$303K	3.8%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Composite Fund	Pooled Separate Accounts	—	—	$281K	3.5%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2035 Retirement Fund	Pooled Separate Accounts	—	—	$261K	3.3%
Mutual of America Life Pooled Separate Account Insurance Company Vanguard VIF International	Pooled Separate Accounts	—	—	$224K	2.8%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2030 Retirement Fund	Pooled Separate Accounts	—	—	$215K	2.7%
Mutual of America Life Pooled Separate Account Insurance Company American Century VP Capital Appreciation	Pooled Separate Accounts	—	—	$209K	2.6%
Mutual of America Life Pooled Separate Account Insurance Company DWS Capital Growth	Pooled Separate Accounts	—	—	$201K	2.5%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Bond Fund	Pooled Separate Accounts	—	—	$176K	2.2%
Mutual of America Life Pooled Separate Account Insurance Company T. Rowe Price Blue Chip Growth Portfolio	Pooled Separate Accounts	—	—	$165K	2.1%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Moderate Allocation Fund	Pooled Separate Accounts	—	—	$151K	1.9%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2020 Retirement Fund	Pooled Separate Accounts	—	—	$123K	1.5%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2060 Retirement Fund	Pooled Separate Accounts	—	—	$107K	1.3%
Mutual of America Life Pooled Separate Account Insurance Company Vanguard VIF Diversified Value	Pooled Separate Accounts	—	—	$102K	1.3%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2060 Retirement Fund	Pooled Separate Accounts	—	—	$101K	1.3%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Mid‐Cap Equity Index	Pooled Separate Accounts	—	—	$100K	1.2%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Small Cap Growth Fund	Pooled Separate Accounts	—	—	$94K	1.2%
Mutual of America Life Pooled Separate Account Insurance Company Fidelity Investments VIP Mid Cap	Pooled Separate Accounts	—	—	$81K	1.0%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2055 Retirement Fund	Pooled Separate Accounts	—	—	$64K	0.8%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Mid‐Term Bond Fund	Pooled Separate Accounts	—	—	$61K	0.8%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2050 Retirement Fund	Pooled Separate Accounts	—	—	$60K	0.8%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Small Cap Value Fund	Pooled Separate Accounts	—	—	$59K	0.7%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Mid Cap Value Fund	Pooled Separate Accounts	—	—	$57K	0.7%
Mutual of America Life Pooled Separate Account Insurance Company Small Cap Value Fund	Pooled Separate Accounts	—	—	$50K	0.6%
Mutual of America Life Pooled Separate Account Insurance Company Calvert Social Balanced Fund	Pooled Separate Accounts	—	—	$36K	0.4%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America International Fund	Pooled Separate Accounts	—	—	$22K	0.3%
Mutual of America Life Pooled Separate Account Insurance Company Oppenheimer Main Street VA	Pooled Separate Accounts	—	—	$21K	0.3%
Transferred Date Contributions Withheld12/15/202312/22/2023 Participant	Other securities	—	—	$13K	0.2%
Mutual of America Life Pooled Separate Account Insurance Company Vanguard VIF REIT Index Portfolio	Pooled Separate Accounts	—	—	$13K	0.2%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Retirement Income Fund	Pooled Separate Accounts	—	—	$8K	<0.1%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America Aggressive Allocation Fund	Pooled Separate Accounts	—	—	$7K	<0.1%
Mutual of America Life Pooled Separate Account Insurance Company Mutual of America 2015 Retirement Fund	Pooled Separate Accounts	—	—	$3K	<0.1%