Lifeway Mobility 401(k) Plan
Sponsored by Lifeway Mobility Holdings, Llc · EIN 474807209 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 274
- With balances
- 177
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,109 |
| The Patriot Financial Group | Investment advisory (plan) | $10,055 |