Life Benefit Plan Member 401(k) Plan
Sponsored by Life Benefit Plan · EIN 111708617 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 325
- With balances
- 188
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 |
|---|---|---|
| Millennium Investment Services CRD 108744 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group Llc | Recordkeeping, Direct payment from the plan | $47,922 |
| Millennium Investment Advisors | Investment advisory (plan), Investment management fees (direct) | $7,500 |