Tax Deferred Annuity Plan Of Lifesteps, Inc.
Sponsored by Lifesteps, Inc. · EIN 251665243 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 694
- With balances
- 179
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Account maintenance fees | $1,194 |