Lifelong Learner Holdings 401(k) Plan
Sponsored by Lifelong Learner Holdings, Llc · EIN 473094712 · Plan #001
- Total assets
- $50.8M
- Net assets
- $50.8M
- Active participants
- 340
- With balances
- 477
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 |
|---|---|---|
| Hauser Retirement Solutions 2 Llc CRD 299959 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $48,218 |
| Hauser Retirement Solutions 2, Llc | Investment advisory (participants), Investment advisory (plan) | $41,250 |
| Clark, Schaefer, Hackett & Co. | Accounting | $13,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,543 |