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Original filing (PDF)20251009170625NAL0016148322001
LIFEVANTAGE CORPORATION
Form 5500
FILING_RECEIVED
LIFEVANTAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
173
Accounts w/ balance
257
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEVANTAGE CORPORATION.
Plan sponsor
Name
LIFEVANTAGE CORPORATION
EIN
90-0224471
Address
3300 N TRIUMPH BLVD STE 700 · LEHI, UT · 84043
Phone
(801) 432-9009
Industry
Wholesale Tradesee 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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities· $14.9M(100% of reported assets)
Uncategorized
$14.9M
29 holdings
Mutual Funds
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fid Freedom 2050 K6 | — | — | — | $2.5M | 16.9% | |
| Fidelity Management Trust Company Fid Freedom 2045 K6 | — | — | — | $2.5M | 16.9% | |
| Fidelity Management Trust Company Fid Freedom 2035 K6 | — | — | — | $1.6M | 10.4% | |
| Fidelity Management Trust Company Fid Freedom 2040 K6 | — | — | — | $1.4M | 9.2% | |
| Fidelity Management Trust Company Fid Freedom 2055 K6 | — | — | — | $1.2M | 7.9% | |
| Fidelity Management Trust Company Fid 500 Index | — | — | — | $1.1M | 7.7% | |
| Fidelity Management Trust Company Fid Blue Chip Gr K6 | — | — | — | $776K | 5.2% | |
| Fidelity Management Trust Company Fid Freedom 2025 K6 | — | — | — | $569K | 3.8% | |
| Fidelity Management Trust Company Fid Freedom 2030 K6 | — | — | — | $566K | 3.8% | |
| Fidelity Management Trust Company Fid Mid Cap Idx | — | — | — | $450K | 3.0% | |
| Fidelity Management Trust Company Fid Freedom 2060 K6 | — | — | — | $362K | 2.4% | |
| Fidelity Management Trust Company Col Dividend Inc I3 | — | — | — | $258K | 1.7% | |
| Fidelity Management Trust Company Trp Div Growth I | — | — | — | $218K | 1.5% | |
| Fidelity Management Trust Company Mfs Mid Cap Grth R6 | — | — | — | $188K | 1.3% | |
| Fidelity Management Trust Company Mfs Intl Divrsn R6 | — | — | — | $185K | 1.2% | |
| Notes receivable from participants * Notes receivable from participants Participant loans with an interest -0- | — | — | — | $164K | 1.1% | |
| Fidelity Management Trust Company VS Emerging Mkts R6 | — | — | — | $117K | 0.8% | |
| Fidelity Management Trust Company Fid US Bond Idx | — | — | — | $115K | 0.8% | |
| Fidelity Management Trust Company Fid Glb Ex US Idx | — | — | — | $115K | 0.8% | |
| Fidelity Management Trust Company Fid Sm Cap Idx | — | — | — | $104K | 0.7% | |
| Fidelity Management Trust Company Fid Freedom INC K6 ** 1 * Fidelity Management Trust Company Fid Freedom 2065 K6 | — | — | — | $98K | 0.7% | |
| Fidelity Management Trust Company Fid Total Bond K6 | — | — | — | $76K | 0.5% | |
| Fidelity Management Trust Company Fid Freedom 2015 K6 ** 235 * Fidelity Management Trust Company Fid Freedom 2020 K6 | — | — | — | $73K | 0.5% | |
| Fidelity Management Trust Company J H Triton N | — | — | — | $71K | 0.5% | |
| s * Fidelity Management Trust Company Pif Small Cap R6 | Mutual Funds | — | — | $62K | 0.4% | |
| Interest-bearing cash * Fidelity Management Trust Company Fid Govt Mmkt K6 | — | — | — | $20K | 0.1% | |
| Fidelity Management Trust Company Fid Intl Cap Appr K6 | — | — | — | $16K | 0.1% | |
| Fidelity Management Trust Company Vrts C Mdcp Vl Eq R6 | — | — | — | $15K | 0.1% | |
| Fidelity Management Trust Company GS Infl Pro Secs R6 | — | — | — | $9K | <0.1% | |
| Fidelity Management Trust Company AP SPL SM CAP VAL R6 | — | — | — | $3K | <0.1% |
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