How big is Lifeskills, Inc.'s plan?

Lifeskills, Inc.'s plan reported $7.5M in assets and 526 participants for 2024.

Original filing (PDF)20251014210106NAL0003605777001

Lifeskills, Inc.

Name: Lifeskills, Inc. — Lifeskills, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lifeskills, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lifeskills, Inc. 401(k) Plan

401(k) retirement plan · Lifeskills, Inc.'s Lifeskills, Inc. 401(k) Plan held $7.5M in plan assets for 526 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

29% in single holding~105 bps in Sched C fees

Active participants

526

Accounts w/ balance

154

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Joe Dan Beavers signed Lifeskills, Inc.'s 2024 Form 5500 as plan administrator.

Joe Dan Beavers — 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

Lifeskills, Inc.'s EIN is 61-0661819.

EIN 61-0661819

Plan number 001

Plan year 2024

ACK ID 20251014210106NAL0003605777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifeskills, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 LIFESKILLS, INC..

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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

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

LIFESKILLS, INC.

EIN

all filings

Address

380 SUWANNEE TRAIL STREET · BOWLING GREEN, KY · 42103

Phone

(270) 901-5000

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN RETIREMENT SERVICES COMPANY	35-0472300	FORT WAYNE, IN	RECORDKEEPER	$51K	—
CREATIVE RETIREMENT SYSTEMS	31-1299207	CINCINNATI, OH	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities· $7.5M(100% of reported assets)

Pooled Separate Accounts

$6.5M

14 holdings

Mutual Funds

$687K

11 holdings

Stable Value

$213K

1 holding

Common Collective Trusts

$156K

1 holding

Other securities

$18K

1 holding

					% of plan
Lincoln Yourpath 2035 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$2.2M	29.0%
Lincoln Yourpath 2030 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	20.1%
Lincoln Yourpath 2040 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$1.3M	17.2%
Lincoln Yourpath 2045 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$411K	5.5%
Lincoln Yourpath 2020 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$362K	4.8%
Lincoln Yourpath 2025 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$257K	3.4%
Lincoln Yourpath 2015 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$220K	2.9%
Nuveen Large Cap Growth Index Institutional Mutual Fund	Mutual Funds	—	—	$216K	2.9%
Lincoln Stable Value Account Investment Contract	Stable Value	—	—	$213K	2.8%
Vanguard Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$172K	2.3%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$156K	2.1%
Vanguard Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$102K	1.4%
Lincoln Yourpath 2050 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$95K	1.3%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$94K	1.3%
Lincoln Yourpath 2055 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$73K	1.0%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$36K	0.5%
Vanguard Emerging Markets Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$29K	0.4%
Lincoln Yourpath 2010 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.3%
from 2025 to 2028) -0-	Other securities	—	—	$18K	0.2%
Lincoln Yourpath 2060 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.1%
Vanguard High Yield Corporate Admiral Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Lincoln Yourpath 2045 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Nuveen Large Cap Value Index Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Lincoln Yourpath 2025 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Lincoln Yourpath 2065 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%