Lifepath, Inc. 401(k) Retirement Plan
Sponsored by Lifepath, Inc. · EIN 237402943 · Plan #003
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 631
- With balances
- 547
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $59,566 |
| Bank Of America N.A. | Investment advisory (plan), Direct payment from the plan | $22,535 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $19,555 |