Lifespring Employee Incentive Retirement Plan
Sponsored by Lifespring, Inc. · EIN 351097350 · Plan #002
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 398
- With balances
- 461
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 |
|---|---|---|
| Geneos Wealth Management, Inc. CRD 120894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $46,789 |
| Geneos Wealth Management, Inc. | Investment advisory (plan), Direct payment from the plan | $35,086 |