Lifestance Health 401(k) match, vesting and fees
What Lifestance Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Lifestance Health: employer contribution per participant | $1,647 | |
| Peer median | $2,636 |
| Lifestance Health: average balance | $27,164 | |
| Peer median | $138,945 |
| Lifestance Health: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $120M at the end of plan year 2021 to $295M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,474 | $295M | $17.9M | $1,647 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 11,583 | $214M | $15.4M | $1,449 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 9,610 | $139M | $10.7M | $1,276 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 8,568 | $120M | $5.3M | $730 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Lifestance Health match 401(k) contributions?
The match terms for the Lifestance Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $17.9M in employer contributions, about $1,647 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lifestance Health 401(k) match vested?
The vesting schedule for the Lifestance Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lifestance Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Lifestance Health, Inc..
I left Lifestance Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lifestance Health, Inc., (425) 279-8510) or the recordkeeper, Fidelity Investments Institutional. The Lifestance Health old 401(k) page lists the contacts from every plan filing. Find an old Lifestance Health 401(k)
Data from the public Form 5500 annual reports Lifestance Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lifestance Health. Not financial advice. Report a correction · Methodology