# Life Unlimited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/life-unlimited-inc-401k-plan

> Life Unlimited, INC.'s 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Life Unlimited, INC.

- **Sponsor EIN:** 431237483

- **Sponsor Address:** 320 ARMOUR RD, NORTH KANSAS CITY, MO, 64116

- **Plan Type:** 401(k)

- **Total Participants:** 415

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|415|$4.9M|$414,925|$694,687|

| 2023|337|$3.4M|$348,210|$541,029|

| 2022|295|$2.4M|$239,906|$434,797|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$25,339|—|$25,339|

| CREATIVE PLANNING HOLDCO LLC DBA CR|INVESTMENT ADVISOR|$19,789|—|$19,789|

| UHY LLP|CONTRACT ADMIN|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — CONTRACT ADMIN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,128

- **Estimated Expense Ratio:** 1.024% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$53,516|$23,177|—|$5,000|—|

| 2023|$43,427|$5,836|—|$10,000|—|

| 2022|$36,384|$984|$25,900|—|$9,500|

## Similar Plans

- [Systems, LLC](https://planprovider.pro/companies/systems-llc-401k-plan-002) — 428 participants

- [Tiffany Care Centers, INC.](https://planprovider.pro/companies/tiffany-care-centers-inc-401k-plan) — 296 participants

- [Nazareth Living Center](https://planprovider.pro/companies/nazareth-living-center-401k-plan) — 292 participants

- [Willow Health Care, INC.](https://planprovider.pro/companies/willow-health-care-inc-401k-plan) — 556 participants

- [Carestl Health](https://planprovider.pro/companies/carestl-health-plan-001) — 270 participants

- [Nazareth Living Center](https://planprovider.pro/companies/nazareth-living-center-403b-plan) — 266 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/life-unlimited-inc-401k-plan)

© 2026 PlanProvider.Pro