Lifelinc Corporation 401(k)plan
Sponsored by Lifelinc Corporation · EIN 275416658 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 217
- With balances
- 334
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $140,178 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $89,088 |
| Empower Advisory Group, Llc | Investment management | $30,296 |
| Acuff & Associates, Inc. | Contract administrator | $13,791 |