Lifeworks (Us) Ltd. 401(k) Savings Plan
Sponsored by Lifeworks (Us) Ltd. · EIN 521883918 · Plan #002
- Total assets
- $98.9M
- Net assets
- $98.9M
- Active participants
- 1,154
- With balances
- 1,474
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $220,196 |
| Cambridge Investment Research Inc | Investment advisory (plan) | $26,357 |
| Warren Averett Llc | Accounting | $12,500 |