How big is Lifetime Wealth Management Group Inc.'s plan?

Lifetime Wealth Management Group Inc.'s plan reported $777K in assets and 3 participants for 2024.

Original filing (PDF)20250909141659NAL0042847922001

Lifetime Wealth Management Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Lifetime Wealth Management Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lifetime Wealth Management Group Inc.'s Lifetime Wealth Management Group Inc. 401(k) Profit Sharing Plan & Trust held $777K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

People on this filing

Robert Ervolina signed Lifetime Wealth Management Group Inc.'s 2024 Form 5500 as plan administrator.

Robert Ervolina — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lifetime Wealth Management Group Inc.'s EIN is 27-4517661.

EIN 27-4517661

Plan number 001

Plan year 2024

ACK ID 20250909141659NAL0042847922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Wealth Management Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LIFETIME WEALTH MANAGEMENT GROUP INC

EIN

all filings

Address

2562 WALDEN AVENUE · SUITE 101 · CHEEKTOWAGA, NY · 142254758

Phone

(716) 651-0325

Industry

Finance & Insurance

Plan administrator