Plan Snapshot
- Plan Sponsor: Lifetime Financial Growth, LLC
- Sponsor EIN: 542080910
- Sponsor Address: 244 BOULEVARD OF THE ALLIES, PITTSBURGJ, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 59
- Total Assets: $32,580
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 59 | $32,580 | $755,004 | $139,019 |
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 |
|---|---|---|---|---|
| COURY HEALTH SERVICES, LLC DBA ALER | Investment Advisor | $21,780 | — | $21,780 |
| THE BENECON GROUP | Investment Advisor | $14,469 | — | $14,469 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,249
- Estimated Expense Ratio: 111.262% 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 | $961,585 | — | — | — | — |