Lifewell Behavioral Wellness 401(k) match, vesting and fees
What Lifewell Behavioral Wellness' 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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Fester & Chapman, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Lifewell Behavioral Wellness: employer contribution per participant | $641 | |
| Peer median | $1,468 |
| Lifewell Behavioral Wellness: average balance | $24,811 | |
| Peer median | $37,786 |
| Lifewell Behavioral Wellness: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.39% |
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 $9.3M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 586 | $10M | $258K | $641 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 883 | $9.8M | $268K | $379 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 882 | $8.4M | $292K | $409 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 722 | $9.3M | $280K | $412 | 0.05% | Not published | Form 5500 ↗ |
Other Lifewell Behavioral Wellness plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Benefit Plan of Lifewell Behavioral Wellness
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Lifewell Behavioral Wellness match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Terros, Inc. have not been published from its filing yet. The plan year 2024 filing reports $258K in employer contributions, about $641 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lifewell Behavioral Wellness 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Terros, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lifewell Behavioral Wellness 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Terros, Inc..
I left Lifewell Behavioral Wellness. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Terros, Inc., (602) 808-2800) or the recordkeeper, Mutual of America Investment Corp. The Lifewell Behavioral Wellness old 401(k) page lists the contacts from every plan filing. Find an old Lifewell Behavioral Wellness 401(k)
Data from the public Form 5500 annual reports Lifewell Behavioral Wellness 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 Lifewell Behavioral Wellness. Not financial advice. Report a correction · Methodology