# Longevity Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/longevity-holdings-inc-401k-plan

> Longevity Holdings INC's 401(k) plan: 502 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Longevity Holdings INC

- **Sponsor EIN:** 824722389

- **Sponsor Address:** 333 S 7TH ST, MINNEAPOLIS, MN, 55402

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

- **Total Participants:** 502

- **Total Assets:** $27.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|502|$27.9M|$891,136|$2.0M|

| 2023|295|$22.7M|$704,785|$2.0M|

| 2022|214|$15.6M|$733,910|$1.6M|

## 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|

| KESTRA ADVISORY SERVICES LLC|SERVICE PROVIDER|—|$51,719|$51,719|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$5,475|$51|$5,526|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — SERVICE PROVIDER

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,245

- **Estimated Expense Ratio:** 0.205% 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|$5,475|—|$4,775|—|—|

| 2023|$3,350|—|$2,800|—|—|

| 2022|$64,843|—|—|—|—|

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