Lifetime Assistance, Inc. Employee Retirement Plan
Sponsored by Lifetime Assistance, Inc. · EIN 222221158 · Plan #002
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 916
- With balances
- 1,043
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Burke Group | Direct payment from the plan, Recordkeeping fees | $126,143 |
| Newport Group | Custodial (securities), Direct payment from the plan | $9,386 |