Lifesight Pooled Employer Plan
Sponsored by Willis Towers Watson Us, Llc · EIN 530181291 · Plan #101
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 1,382
- With balances
- 1,188
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us, Llc | Plan administrator, Consulting (general), Investment management | $85,583 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $39,050 |