Lifeworks Nw Defined Contribution Retirement Plan
Sponsored by Lifeworks Nw · EIN 930502822 · Plan #002
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 508
- With balances
- 698
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 99% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $147,398 |
| Cambridge Investment | Investment advisory (plan), Direct payment from the plan, Other fees | $0 |
| Hub International Inv Svcs Inc. | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |