AUMdb

Lifespire Retirement Plan

Sponsored by Lifespire, Inc. · EIN 132526022 · Plan #001

Total assets
$56.2M
Net assets
$56.1M
Active participants
847
With balances
0

Plan year beginning 01/01/2024

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
Union Bank Of Switzerland Group Investment management, Direct payment from the plan $177,609
Milliman, Inc. Actuarial, Direct payment from the plan $148,967