# Coordinated Financial Services 401(k) Plan
Source: https://planprovider.pro/companies/lifetime-capital-management-inc-401k-plan

> Coordinated Financial Services's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coordinated Financial Services

- **Sponsor EIN:** 262886895

- **Sponsor Address:** 4643 S. ULSTER STREET, STE 960, DENVER, CO, 80237

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

- **Total Participants:** 4

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|4|$1.7M|$47,069|$89,492|

| 2023|4|$1.3M|$42,686|$92,215|

| 2022|2|$853,073|$67,618|$37,000|

| 2021|2|$902,464|$68,375|$27,000|

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