Lifeway Mobility Holdings retirement plan: assets, participants and fees
What Lifeway Mobility Holdings' retirement plan 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 | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Lifeway Mobility Holdings: employer contribution per participant | $1,873 | |
| Peer median | $1,440 |
| Lifeway Mobility Holdings: average balance | $35,494 | |
| Peer median | $38,351 |
| Lifeway Mobility Holdings: admin expenses ÷ assets | 0.83% | |
| Peer median | 0.47% |
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 $2.6M at the end of plan year 2021 to $7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 390 | $7M | $371K | $1,873 | 0.83% | Not published | Form 5500 ↗ |
| 2024 | 295 | $5.6M | $399K | $2,255 | 0.79% | Not published | Form 5500 ↗ |
| 2023 | 265 | $4.1M | $314K | $1,653 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 232 | $2.7M | — | — | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 186 | $2.6M | — | — | 0.79% | Not published | 5500-SF ↗ |
Common questions
Does Lifeway Mobility Holdings match 401(k) contributions?
The match terms for the Lifeway Mobility 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $371K in employer contributions, about $1,873 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lifeway Mobility Holdings 401(k) match vested?
The vesting schedule for the Lifeway Mobility 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lifeway Mobility Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Lifeway Mobility Holdings, LLC.
I left Lifeway Mobility Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lifeway Mobility Holdings, LLC, (860) 292-1111) or the recordkeeper, Fidelity Investments Institutional. The Lifeway Mobility Holdings old 401(k) page lists the contacts from every plan filing. Find an old Lifeway Mobility Holdings 401(k)
Data from the public Form 5500 annual reports Lifeway Mobility Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 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 Lifeway Mobility Holdings. Not financial advice. Report a correction · Methodology