Retirement plan

LIFESHARE BLOOD CENTER 401(K) RETIREMENT PLAN

Name: LIFESHARE BLOOD CENTER - LIFESHARE BLOOD CENTER 401(K) RETIREMENT PLAN (2020) Form 5500
Creator: LIFESHARE BLOOD CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIFESHARE BLOOD CENTER 401(K) RETIREMENT PLAN, LIFESHARE BLOOD CENTER

LIFESHARE BLOOD CENTEREIN 72-0511367Plan #002PY 2020

8910 LINWOOD AVENUE - SHREVEPORT, LA 71106318-222-7770lifeshare.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed November 11, 2025

Plan administrator

Plan administrator name— Sign in and upgrade to view

8910 Linwood Avenue

Shreveport, LA 71106

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Plans declared (1)

LifeShare Blood Center 457(f) Plan5 emp

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Total assets (EOY)

$21.7M

+6.4% from 2019

Total participants

420

-0.9% from 2019

Average account balance

$52,447

+5.1% from 2019

Annual return

14.35%

-7.89 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$23.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$57K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

418

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

79.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$26

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$5,560
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,443

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$11K

$35 / participant

Investment mgmt$5K49.5%
Other / not subdivided$6K50.5%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HEARD, MCELROY & VESTAL LLP
Auditor EIN: 720398470
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,447

$52,293+0.3%

$178,503-70.6%

$73,412-28.6%

Participation rate

98.1%

65.3%+32.8pp

81.9%+16.2pp

72.2%+25.9pp

Annual return

14.35%

34.75%-20.4pp

151.12%-136.8pp

59.30%-44.9pp

Employer contribution / active EE

$2,504

$1,736+44.3%

$5,011-50.0%

$2,234+12.1%

Participant deferral / active EE

$2,636

$2,333+13.0%

$5,202-49.3%

$3,806-30.7%

Admin fee / account holder

$27

$127-79.1%

$13,987-99.8%

$158-83.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$5,560

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,443

LIFESHARE BLOOD CENTER 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIFESHARE BLOOD CENTER 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion