What public Form 5500 filings show about the The Lifetime Value Co. LLC 401(k) plan — and how to find and check your own account.
The Lifetime Value Co. LLC (EIN 85-3856730) reports THE LIFETIME VALUE CO., LLC RETIREMENT TRUST on its most recent Form 5500, with $20.7M in plan assets across 144 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The Lifetime Value Co. LLC filing — schedules, fees, and providers.
The Lifetime Value Co. LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Lifetime Value Co. LLCHR for the recordkeeper’s name and login.
