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Original filing (PDF)20250620085245NAL0003760913001
LIFE EQUITY, LLC
Form 5500-SF
FILING_RECEIVED
ANCORA - MEP
401(k) retirement plan
Active participants
20
Accounts w/ balance
30
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFE EQUITY, LLC.
Plan sponsor
Name
LIFE EQUITY, LLC
EIN
34-1935387
Address
530 SOUTH MAIN STREET · SUITE 1731 · AKRON, OH · 44311
Phone
(330) 655-7500
Industry
Finance & Insurancesee all
Plan administrator
Name
THE ANCORA GROUP, INC.
EIN
27-1506603
City
MAYFIELD HEIGHTS, OH
Phone
(216) 825-4000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.