The Life Is Good Company 401(k) Profit Sharing Plan
Sponsored by The Life Is Good Company · EIN 043394786 · Plan #002
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 252
- With balances
- 166
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $60,419 |
| Osaic Wealth Inc | Investment advisory (plan) | $38,719 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $27,544 |