Original filing (PDF)20251002144117NAL0000371379001

LIFELONG INVESTMENTS

Name: LIFELONG INVESTMENTS — LIFELONG INVESTMENTS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LIFELONG INVESTMENTS

Form 5500-SF

FILING_RECEIVED

LIFELONG INVESTMENTS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFELONG INVESTMENTS.

Plan sponsor

Name

LIFELONG INVESTMENTS

EIN

20-0501857

Address

3 AMY WAY · WAYNE, NJ · 07470

Phone

(973) 317-2831

Industry

Finance & Insurancesee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MPS LORIA FINANCIAL PLANNERS, LLC

MPS LORIA FINANCIAL PLANNERS, LLC 401(K) PLAN

$1.1M · 13 participants

S.S. GALE, INC.

S.S. GALE, INC. CASH BALANCE PLAN

$1.1M · 2 participants

TRIVIUM POINT ADVISORY

TRIVIUM POINT ADVISORY - 401K

$1.1M · 28 participants

LAYER 7 CAPITAL LLC

LAYER 7 CAPITAL LLC 401(K) RETIREMENT PLAN

$1.1M · 6 participants

BERKSHIRE HOLDINGS INTERNATION

BERKSHIRE HOLDINGS INTERNATION 401(K) PROFIT SHARING PLAN & TRUST