# Lifelong Learner Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lifelong-learner-holdings-llc-401k-plan

> Lifelong Learner Holdings, LLC's 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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