Living Care Lifestyles 401(k) Profit Sharing Plan
Sponsored by Millennium Advisors, Inc. · EIN 911644545 · Plan #002 · Seattle, WA
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 393
- With balances
- 552
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $58,489 |
| Evergreen Retirement Plan Consultin | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,500 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |