Lift Solutions Holdings 401(k) match, vesting and fees
What Lift Solutions Holdings' 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 | Alerus Financial, NA | Schedule C ↗ |
| Independent auditor | Greerwalker LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Lift Solutions Holdings: employer contribution per participant | $2,024 | |
| Peer median | $1,962 |
| Lift Solutions Holdings: average balance | $40,606 | |
| Peer median | $75,225 |
| Lift Solutions Holdings: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.32% |
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 $8.1M at the end of plan year 2023 to $18.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 543 | $18.8M | $935K | $2,024 | 0.65% | Not published | Form 5500 ↗ |
| 2024 | 517 | $15.5M | $880K | $1,942 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 401 | $8.1M | $580K | $1,628 | 1.16% | Not published | Form 5500 ↗ |
Common questions
Does Lift Solutions Holdings match 401(k) contributions?
The match terms for the Lift Solutions Holdings, LLC 401(k) Profit Sharing have not been published from its filing yet. The plan year 2025 filing reports $935K in employer contributions, about $2,024 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lift Solutions Holdings 401(k) match vested?
The vesting schedule for the Lift Solutions Holdings, LLC 401(k) Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lift Solutions Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Alerus Financial, NA. The plan administrator is Lift Solutions Holdings, LLC.
I left Lift Solutions Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lift Solutions Holdings, LLC, (920) 722-0101) or the recordkeeper, Alerus Financial, NA. The Lift Solutions Holdings old 401(k) page lists the contacts from every plan filing. Find an old Lift Solutions Holdings 401(k)
Data from the public Form 5500 annual reports Lift Solutions Holdings filed with the U.S. Department of Labor (plan years 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 Lift Solutions Holdings. Not financial advice. Report a correction · Methodology