The Lifetime 401(k) Plan
Sponsored by Summerset Marine Construction, L.L.C · EIN 261611836 · Plan #001
- Total assets
- $687K
- Net assets
- $680K
- Active participants
- 100
- With balances
- 105
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 Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,491 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,730 |
| Stifel, Nicolaus & Company | Investment advisory (plan) | $209 |