Lifesteps, Inc. 401(k) Plan: Login, Facts & Contact Information
Lifesteps, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Lifesteps, Inc. 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed May 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $329,692 went into the plan in contributions, $48,729 of it from the employer (15%).
- $52,450 was paid out to participants.
- Investment and other income added $274,121.
How the Lifesteps, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 102 | $783,556 | $19,961 | $37,642 |
| 2020 | 114 | $1.08 million | $23,048 | $15,007 |
| 2021 | 134 | $1.46 million | $26,320 | $39,247 |
| 2022 | 137 | $1.43 million | $26,487 | $32,363 |
| 2023 | 158 | $1.79 million | $29,804 | $161,070 |
| 2024 | 165 | $2.32 million | $48,729 | $52,450 |
Lifesteps, Inc. 401(k) Contact Information
Questions about the Lifesteps, Inc. 401(k)
Does Lifesteps, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $48,729, 15% of all contributions.
Does the Lifesteps, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Lifesteps, Inc 401(k) plan?
165 participants at the start of plan year 2024, 149 of them active employees.
What is the average 401(k) balance at Lifesteps, Inc?
About $29,304 per account: $2.32 million in plan assets across 79 accounts with a balance at the end of plan year 2024.
Who manages the Lifesteps, Inc 401(k) accounts?
Mutual of America is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Lifesteps, Inc. How do I access my 401(k)?
Your account stays with Mutual of America after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.