AUMdb

Life's Worc 403(b) Profit Sharing Plan

Sponsored by Life's Worc · EIN 237209731 · Plan #001 · Garden City, NY

Total assets
$20.0M
Net assets
$20.0M
Active participants
536
With balances
948

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
Sentinel Benefits Group, Llc Recordkeeping, Consulting (pension), Participant loan processing $94,418
Wealth Enhancement Group Investment advisory (plan) $50,128
Ascensus, Inc. Recordkeeping, Recordkeeping fees $14,431