# Lifetime Financial Growth, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/lifetime-financial-growth-llc-542080910-502

> Lifetime Financial Growth, LLC's Health & Welfare plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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