AUMdb

Lifebanc 401(k) Retirement Plan

Sponsored by Lifebanc, Inc. · EIN 341525159 · Plan #002

Total assets
$17.2M
Net assets
$17.2M
Active participants
179
With balances
246

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

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
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $37,387
Pnc Institutional Asset Management Investment advisory (plan), Direct payment from the plan $18,869