Lifeworks Technology Group LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lifeworks Technology Group LLC
  • Sponsor EIN: 262710362
  • Sponsor Address: 530 7TH AVENUE 21ST FLOOR, NEW YORK, NY, 10018
  • Plan Type: 401(k)
  • Total Participants: 50
  • Total Assets: $3.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202450$3.9M$137,403$380,166
202358$3.2M$137,837$384,973
202258$2.4M$154,831$426,637

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