How big is Lifebridge Health's plan?

Lifebridge Health's plan reported $84.5M in assets and 797 participants for 2024.

Original filing (PDF)20251010110251NAL0007999761001

Lifebridge Health

Name: Lifebridge Health — Practice Dynamics 401(k) Plan, Form 5500 (2024)
Creator: Lifebridge Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Practice Dynamics 401(k) Plan

401(k) retirement plan · Lifebridge Health's Practice Dynamics 401(k) Plan held $84.5M in plan assets for 797 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

797

Accounts w/ balance

882

Plan assets (EOY)

$84.5M

Net assets (EOY)

$84.5M

People on this filing

Keatrick Johnson signed Lifebridge Health's 2024 Form 5500 as plan administrator.

Keatrick Johnson — 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

Lifebridge Health's EIN is 52-1960319.

EIN 52-1960319

Plan number 001

Plan year 2024

ACK ID 20251010110251NAL0007999761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifebridge Health's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window, profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 16K (0% of contributions).

Plan sponsor

Name

LIFEBRIDGE HEALTH

EIN

all filings

Address

10090 RED RUN BLVD · HR 1ST FLOOR · OWINGS MILLS, MD · 21117

Phone

(410) 469-5434

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$50K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES

Investments

46 direct securities· $84.5M(100% of reported assets)

Other securities

$51.9M

22 holdings

Mutual Funds

$28.0M

19 holdings

Common Stocks

$3.1M

3 holdings

Common Collective Trusts

$1.4M

1 holding

Self-Directed Brokerage

$5K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Retrmnt 2030 I	Other securities	—	—	$10.9M	12.9%
Fidelity Contrafund K6	Mutual Funds	—	—	$7.8M	9.2%
Vanguard Instl Index	Mutual Funds	—	—	$7.6M	9.0%
T. Rowe Price T. Rowe Price Retrmnt 2015 I	Other securities	—	—	$7.2M	8.6%
T. Rowe Price T. Rowe Price Retrmnt 2035 I	Other securities	—	—	$6.2M	7.4%
T. Rowe Price T. Rowe Price Retrmnt 2025 I	Other securities	—	—	$5.8M	6.9%
T. Rowe Price T. Rowe Price Retrmnt 2040 I	Other securities	—	—	$4.5M	5.4%
T. Rowe Price T. Rowe Price Retrmnt 2045 I	Other securities	—	—	$2.9M	3.5%
Vanguard Small Cap Index Inst	Mutual Funds	—	—	$2.4M	2.8%
Vanguard Mid Cap Index Instl	Mutual Funds	—	—	$2.2M	2.6%
Standard Insurance Company Standard Stable Asset Fund II	Common Stocks	—	—	$2.0M	2.4%
AQR Larg Cape Defensive Style R6	Other securities	—	—	$1.8M	2.1%
T. Rowe Price T. Rowe Price Retrmnt 2020 I	Other securities	—	—	$1.7M	2.0%
American Century American Century Equity Income R6	Other securities	—	—	$1.6M	1.9%
T. Rowe Price T. Rowe Price Retrmnt 2050 I	Other securities	—	—	$1.5M	1.8%
Metropolitan West Metropolitan West Total Return Bd P	Other securities	—	—	$1.5M	1.8%
Vanguard InTrmed Trm Bd Idx Inst	Common Collective Trusts	—	—	$1.4M	1.7%
Vanguard LifeStrategy Growth	Mutual Funds	—	—	$1.4M	1.6%
Vanguard Federal Money Market	Mutual Funds	—	—	$1.2M	1.5%
T. Rowe Price T. Rowe Price Retrmnt 2055 I	Other securities	—	—	$1.2M	1.5%
Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$1.2M	1.4%
American Fund American Funds EuroPacific Growth R6	Mutual Funds	—	—	$1.1M	1.3%
American Fund American Funds Inf Linked Bond R-6	Mutual Funds	—	—	$1.1M	1.3%
Thornburg Limited Term Inc R6	Common Stocks	—	—	$1.1M	1.3%
BlackRock High Yield Bond K	Other securities	—	—	$1.0M	1.2%
Vanguard LifeStrategy Moderate Growth	Mutual Funds	—	—	$974K	1.2%
American Century American Century Mid Cap Value R6	Other securities	—	—	$928K	1.1%
Fuller & Thaler Fuller & Thaler Behavioral Small Cap Growth R6	Other securities	—	—	$610K	0.7%
Goldman Sachs Goldman Sachs GQG Partners International Opportunities R6	Other securities	—	—	$544K	0.6%
with Various Maturities -	Other securities	—	—	$455K	0.5%
PIMCO Commodities Plus Strat Instl	Mutual Funds	—	—	$410K	0.5%
Cohen & Steers Cohen & Steers Instl Realty Shares	Other securities	—	—	$398K	0.5%
Macquarie Emerging Markets R6	Other securities	—	—	$371K	0.4%
T. Rowe Price T. Rowe Price Retrmnt 2065 I	Other securities	—	—	$336K	0.4%
Vanguard Intl Val	Mutual Funds	—	—	$287K	0.3%
T. Rowe Price T. Rowe Price Retrmnt 2060 I	Other securities	—	—	$258K	0.3%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$165K	0.2%
John Hancock JHancock Small Cap Core R6	Other securities	—	—	$104K	0.1%
Franklin Templeton Franklin Small Cap Val R6	Mutual Funds	—	—	$102K	0.1%
Fidelity Adv Intl Small Cap I	Mutual Funds	—	—	$79K	<0.1%
Brown Capital Mgmt Brown Capital Mgmt Intl Sm Co Instl	Common Stocks	—	—	$38K	<0.1%
Fidelity Large Cap Growth Indx Istl Prm	Mutual Funds	—	—	$25K	<0.1%
Fidelity Mid Cap Growth Index FD	Mutual Funds	—	—	$23K	<0.1%
Vanguard LifeStrategy Conservative Growth	Mutual Funds	—	—	$15K	<0.1%
Fidelity Select Brokerage & Invs MGT	Mutual Funds	—	—	$6K	<0.1%
Self-Directed Brokerage Account * Fidelity Cash Reserves 121 * Fidelity Bitcoin Strategy FD Investor	Self-Directed Brokerage	—	—	$5K	<0.1%