AUMdb

401(k) Profit Sharing Plan For Employees Of Lifestream, Inc.

Sponsored by Lifestream, Inc. · EIN 042743314 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
616
With balances
381

Plan year beginning 07/01/2024 · 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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $6,124