Plan Snapshot
- Plan Sponsor: Lifelong Learner Holdings, LLC
- Sponsor EIN: 473094712
- Sponsor Address: 611 N. BRAND BLVD., GLENDALE, CA, 91203
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $50.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 340 | $50.8M | $1.4M | $3.1M |
| 2023 | 1,451 | $73.4M | $2.8M | $6.2M |
| 2022 | 1,089 | $60.6M | $2.7M | $5.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $48,218 | — | $48,218 |
| HAUSER RETIREMENT SOLUTIONS 2, LLC | INVESTMENT ADVISOR | $41,250 | — | $41,250 |
| CLARK, SCHAEFER, HACKETT & CO. | ACCOUNTANT/AUDITOR | $13,000 | — | $13,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,543 | — | $10,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,011
- Estimated Expense Ratio: 0.223% 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 | $113,011 | $10,543 | — | $13,000 | — |
| 2023 | $134,216 | $50,662 | — | $13,300 | — |
| 2022 | $142,664 | $9,777 | — | — | — |