Lifestyle Support Services 401(k) Plan
Sponsored by Lifestyle Support Services, Inc. · EIN 251808601 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 153
- With balances
- 187
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,022 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $17,945 |
| Young, Oakes, Brown & Company, P.C. | Accounting, Direct payment from the plan | $13,650 |