# The Lifetime Value Co. LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-lifetime-value-co-llc-401k-plan

> The Lifetime Value Co. LLC's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lifetime Value Co. LLC

- **Sponsor EIN:** 853856730

- **Sponsor Address:** 48 WEST 38TH STREET, NEW YORK, NY, 10018

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

- **Total Participants:** 144

- **Total Assets:** $20.7M

## 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|144|$20.7M|$1.6M|$2.0M|

| 2023|154|$15.3M|$1.5M|$1.9M|

| 2022|154|$9.7M|$1.4M|$1.7M|

## 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|

| BDG-CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDG-CPAS](https://planprovider.pro/provider/bdg-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$1,100|—|$1,100|—|—|

| 2023|$550|—|$550|—|—|

| 2022|$600|—|$600|—|—|

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