Lifecare 2.0 401(k) Plan
Sponsored by Lifecare 2.0 Management Services, Llc · EIN 842742973 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 191
- With balances
- 735
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $70,363 |
| Nova 401(k) Associates | Contract administrator | $19,727 |
| Morgan Stanley | Investment advisory (plan) | $19,581 |