Lifeview Group 403(b) match, vesting and fees
What Lifeview Group's 403(b) 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 | Voya Institutional Plan Services, L | Schedule C ↗ |
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Lifeview Group: employer contribution per participant | $1,696 | |
| Peer median | $1,537 |
| Lifeview Group: average balance | $34,635 | |
| Peer median | $56,476 |
| Lifeview Group: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.19% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $139M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,990 | $139M | $6.8M | $1,696 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Lifeview Group match 401(k) contributions?
The match terms for the Lifeview Group Inc Retirement Savings 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $6.8M in employer contributions, about $1,696 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lifeview Group 401(k) match vested?
The vesting schedule for the Lifeview Group Inc Retirement Savings 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lifeview Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Institutional Plan Services, L. The plan administrator is Lifeview Group, Inc..
I left Lifeview Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lifeview Group, Inc., (850) 908-3292) or the recordkeeper, Voya Institutional Plan Services, L. The Lifeview Group old 401(k) page lists the contacts from every plan filing. Find an old Lifeview Group 401(k)
Data from the public Form 5500 annual reports Lifeview Group filed with the U.S. Department of Labor (plan years 2025) 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 Lifeview Group. Not financial advice. Report a correction · Methodology