Lifeskills, Inc. 401(k) Plan
Sponsored by Lifeskills, Inc. · EIN 610661819 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 526
- With balances
- 154
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Retirement Services Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $51,074 |
| Global Retirement Partners, Ll | Investment advisory (plan) | $13,648 |
| Creative Retirement Systems | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,621 |
| Wellth Advisory Service, Llc | Investment advisory (plan) | $4,958 |
| Blue & Co, Llc | Accounting | $4,000 |