Lifestream Services Inc. Retirement Savings Plan
Sponsored by Lifestream Services Inc · EIN 351356741 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 129
- With balances
- 105
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $11,698 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,839 |