How big is Lifemark Securities Corp.'s plan?

Lifemark Securities Corp.'s plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20251010153331NAL0012910512001

Lifemark Securities Corp.

Name: Lifemark Securities Corp. — Lifemark Securities, Form 5500 (2024)
Creator: Lifemark Securities Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifemark Securities Corp. 401 K Profit Sharing Plan Trust

401(k) retirement plan · Lifemark Securities Corp.'s Lifemark Securities Corp. 401 K Profit Sharing Plan Trust held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Lifemark Securities Corp.'s EIN is 16-1238365.

EIN 16-1238365

Plan number 001

Plan year 2024

ACK ID 20251010153331NAL0012910512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifemark Securities Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifemark Securities Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFEMARK SECURITIES CORP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score