Lifestyle Communities, Ltd. And Affiliates 401(k) Plan
Sponsored by Lifestyle Communities, Ltd · EIN 311468514 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 392
- With balances
- 438
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,701 |
| Everhart Financial Group Inc | Investment advisory (plan) | $19,887 |
| Everhart Financial Group Inc | Investment advisory (plan) | $9,889 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $8,784 |