· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIFESTREET CORPORATION — LIFESTREET CORPORATION 401K PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707135021NAL0009134098001
LIFESTREET CORPORATION
Form 5500-SF
FILING_RECEIVED
LIFESTREET CORPORATION 401K PLAN AND TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
29
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIFESTREET CORPORATION
.
Find decision makers
Plan sponsor
Name
LIFESTREET CORPORATION
EIN
26-1532916
Address
981 INDUSTRIAL ROAD SUITE D · SAN CARLOS, CA · 94070
Phone
(650) 508-2212
Industry
Retail Trade
see 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
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
GREEN APPLE BUSINESS SERVICES, INC.
GREEN APPLE BUSINESS SERVICES, INC. 401(K) PLAN
$4.5M · 26 participants
MED-PAT INC.
MED-PAT, INC. PROFIT SHARING / 401(K) PLAN AND TRUST
$4.5M · 12 participants
GREATMATS.COM CORPORATION
GREATMATS.COM CORPORATION 401(K)
$4.5M · 23 participants
CARRICO AQUATIC RESOURCES
CARRICO AQUATIC RESOURCES 401(K) PLAN
$4.5M · 27 participants
DISCOVERY MARKETING AND DISTRIBUTING, INC.
DISCOVERY MARKETING & DISTRIBUTING, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 158 participants
WESTERN FILTER CO.
WESTERN FILTER 401(K) RETIREMENT PLAN
$4.5M · 27 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B