Lifehealth Services 401(k) Plan
Sponsored by Lifeskills Health Services, Inc. · EIN 811641498 · Plan #002
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 210
- With balances
- 440
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Recordkeeping, Investment management, Sub-transfer agency fees | $44,088 |
| Creative Retirement Systems | Recordkeeping | $11,524 |
| Global Retirement Partners, Ll | Investment advisory (plan) | $11,242 |
| Blue & Co., Llc | Accounting | $10,500 |
| Wellth Advisory Service, Llc | Investment advisory (plan) | $4,129 |