Lifestore 401(k) Profit Sharing Plan
Sponsored by Lifestore Financial Group, Inc. · EIN 562098545 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 104
- With balances
- 126
Plan year beginning 07/01/2024 · 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).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $42,501 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,993 |