AUMdb

The Lifetime Value Co., Llc Retirement Trust

Sponsored by The Lifetime Value Co. Llc · EIN 853856730 · Plan #001

Total assets
$20.7M
Net assets
$20.7M
Active participants
144
With balances
168

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.