Back to filter
Original filing (PDF)20250722172403NAL0003964160001
LIFESKILLS CONNECTION, INC.
Form 5500-SF
FILING_RECEIVED
LIFESKILLS CONNECTION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
124
Accounts w/ balance
40
Plan assets (EOY)
$373K
Net assets (EOY)
$373K
Plan health score (directional)
72
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFESKILLS CONNECTION, INC..
Plan sponsor
Name
LIFESKILLS CONNECTION, INC.
EIN
83-1586032
Address
1500 W 3RD ST · MANNING, IA · 51455
Phone
(833) 311-1661
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
THE FINWAY GROUP, LLC
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
REALISTIC HEALTHCARE CONSULTING LLC
REALISTIC HEALTHCARE CONSULTING 401(K) PLAN
$373K · 2 participants
HEALTHIER TOMORROWS
HEALTHIER TOMORROWS 401(K) PLAN
$373K · 48 participants
SILVIA KURTOVIC MD PLLC
SILVIA KURTOVIC MD PLLC 401(K) PROFIT SHARING PLAN
$374K · 2 participants
MUNA THERAPEUTICS INC
MUNA THERAPEUTICS INC 401(K) PLAN
$374K · 5 participants
HEAL GROW THRIVE MEDICINE LLC
HEAL GROW THRIVE MEDICINE 401(K) PLAN
$373K · 8 participants
OC PLASTIC SURGERY, INC.
RC 1986 PENSION PLAN
$374K · 3 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B