· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIFETIME FINANCIAL MANAGEMENT, INC. — LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013104741NAL0000504691001
LIFETIME FINANCIAL MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
LIFETIME FINANCIAL MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$277K
Net assets (EOY)
$277K
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIFETIME FINANCIAL MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
LIFETIME FINANCIAL MANAGEMENT, INC.
EIN
05-0418409
Address
235 LONSDALE AVENUE · PAWTUCKET, RI · 02860
Phone
(401) 333-3333
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
LORAIN COUNTY SENIOR CARE, LLC
HOME INSTEAD 401(K) PLAN
$277K · 242 participants
TWC 2022 INC.
TWC 2022 401(K) PLAN
$277K · 32 participants
PHYSICIAN HOUSECALLS LLC
PHYSICIAN HOUSECALLS 401(K) PLAN
$277K · 44 participants
FORTRESS HOME CARE, LLC
FORTRESS HOME CARE LLC 401(K) PLAN
$276K · 50 participants
LOUS QUALITY HOME HEALTH CARE SE
LOU'S QUALITY HOME HEALTH CARE SERVICES 401K PLAN
$278K · 18 participants
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FREUDENTHAL HOME HEALTH, LLC
FREUDENTHAL HOME-BASED HEALTHCARE 401(K) PLAN
$278K · 121 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
