AUMdb

Lifespark 401(k) Plan

Sponsored by Lifespark Group, Llc · EIN 201533504 · Plan #002

Total assets
$27.7M
Net assets
$27.7M
Active participants
3,702
With balances
905

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pack Private Wealth, Llc CRD 310523 deterministic · 100% 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 $199,614
Tsc 401 K Contract administrator, Other services, Direct payment from the plan $350
Pack Private Wealth, Llc Investment advisory (plan), Other fees $0