How big is Lifetime Wealth Management, P.C.'s plan?

Lifetime Wealth Management, P.C.'s plan reported $2.6M in assets and 33 participants for 2024.

Original filing (PDF)20251008120234NAL0005810769001

Lifetime Wealth Management, P.C.

Name: Lifetime Wealth Management, P.C. — Lifetime Wealth, Form 5500 (2024)
Creator: Lifetime Wealth Management, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifetime Wealth Management P.C. 401(k) Plan

401(k) retirement plan · Lifetime Wealth Management, P.C.'s Lifetime Wealth Management P.C. 401(k) Plan held $2.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Lifetime Wealth Management, P.C.'s EIN is 26-1334716.

EIN 26-1334716

Plan number 001

Plan year 2024

ACK ID 20251008120234NAL0005810769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifetime Wealth Management, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Wealth Management, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFETIME WEALTH MANAGEMENT, P.C..

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Plan health score

Above-average plan

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

Knocking points off