Original filing (PDF)20250909141659NAL0042847922001

LIFETIME WEALTH MANAGEMENT GROUP INC

Name: LIFETIME WEALTH MANAGEMENT GROUP INC — LIFETIME WEALTH MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LIFETIME WEALTH MANAGEMENT GROUP INC

Form 5500-SF

FILING_RECEIVED

LIFETIME WEALTH MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

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).

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.

Plan sponsor

Name

LIFETIME WEALTH MANAGEMENT GROUP INC

EIN

27-4517661all filings

Address

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

Phone

(716) 651-0325

Industry

Finance & Insurancesee all

Plan administrator