How big is Lifefocus Financial Advisors, LLC's plan?

Lifefocus Financial Advisors, LLC's plan reported $14K in assets and 2 participants for 2024.

Original filing (PDF)20250710134413NAL0015261426001

Lifefocus Financial Advisors, LLC

Name: Lifefocus Financial Advisors, LLC — Lifefocus, Form 5500 (2024)
Creator: Lifefocus Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifefocus Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Lifefocus Financial Advisors, LLC's Lifefocus Financial Advisors, LLC 401(k) Plan held $14K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

Lifefocus Financial Advisors, LLC's EIN is 20-2877349.

EIN 20-2877349

Plan number 001

Plan year 2024

ACK ID 20250710134413NAL0015261426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifefocus Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifefocus Financial Advisors, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFEFOCUS FINANCIAL ADVISORS, LLC.

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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