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Original filing (PDF)20250925124053NAL0019438162001
LIFEWAY MOBILITY HOLDINGS, LLC
Form 5500
FILING_RECEIVED
LIFEWAY MOBILITY 401(K) PLAN
Defined-contribution retirement plan
Active participants
274
Accounts w/ balance
177
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEWAY MOBILITY HOLDINGS, LLC.
Plan sponsor
Name
LIFEWAY MOBILITY HOLDINGS, LLC
EIN
47-4807209
Address
40A WESTON ST. · HARTFORD, CT · 06120
Phone
(860) 292-1111
Industry
Health Care & Social Assistancesee all
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP | 90-0138117 | — | ADVISOR | $10K | — |
Investments
24 direct securities · 4 pooled funds· $5.1M(91% 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.
Uncategorized
$5.1M
24 holdings
Common Collective Trust
$40K
2 holdings
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Index 2030 Fund Institutional Premium Class | — | — | — | $834K | 14.9% | |
| Fidelity Index 2035 Fund Institutional Premium Class | — | — | — | $599K | 10.7% | |
| Fidelity Index 2045 Fund Institutional Premium Class | — | — | — | $586K | 10.5% | |
| Fidelity Index 2025 Fund Institutional Premium Class | — | — | — | $494K | 8.8% | |
| Fidelity Index 2040 Fund Institutional Premium Class | — | — | — | $475K | 8.5% | |
| Fidelity Index 2050 Fund Institutional Premium Class | — | — | — | $451K | 8.1% | |
| Fidelity Index 2055 Fund Institutional Premium Class | — | — | — | $348K | 6.2% | |
| Fidelity Total Market Index Fund | — | — | — | $306K | 5.5% | |
| Fidelity Index 2060 Fund Institutional Premium Class | — | — | — | $288K | 5.2% | |
| Vangaurd Balanced Index Fund | — | — | — | $246K | 4.4% | |
| Fidelity Overseas Fund | — | — | — | $108K | 1.9% | |
| Fidelity Index 2020 Fund Institutional Premium Class | — | — | — | $85K | 1.5% | |
| Vangaurd Information Technology Index Admiral Shares | — | — | — | $67K | 1.2% | |
| Fidelity Index 2065 Fund Institutional Premium Class | — | — | — | $43K | 0.8% | |
| American Funds Bond Fund of America-R6 Share | — | — | — | $39K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $25K | 0.5% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $25K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $16K | 0.3% | |
| JPMorgan Large Cap Growth Fund-R6 Shares | — | — | — | $16K | 0.3% | |
| Great Gray MetLife Stable Value Solutions Fund II F0 | — | — | — | $15K | 0.3% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $15K | 0.3% | |
| Vanguard Health Care Index Fund-Admiral Shares | — | — | — | $7K | 0.1% | |
| Parnassus Value Equity Fund Investor Shares | — | — | — | $6K | 0.1% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $2K | <0.1% | |
| RT METLIFE STABLE VALUE FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GG METLIFE STABLE VALUE FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |