Diana Conelli signed Life's WORC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Life's WORC's EIN is 23-7209731.
Download the official 2023 Form 5500 (PDF) for Life's WORC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Life's WORC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, INC. | 11-3665754 | — | RECORDKEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT GROUP | — | DEER PARK, NY | INVESTMENT ADVISORS | $88K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENIUM INVESTMENT & RETIREMENT | — | CHARLOTTE, NC | INDEPENDENT FIDUCIARY | $2K | — |
