How big is Life Equity, LLC's plan?

Life Equity, LLC's plan reported $1.9M in assets and 20 participants for 2024.

Original filing (PDF)20250620085245NAL0003760913001

Life Equity, LLC

Name: Life Equity, LLC — Ancora - MEP, Form 5500 (2024)
Creator: Life Equity, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ancora - MEP

401(k) retirement plan · Life Equity, LLC's Ancora - MEP held $1.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Corey Martin signed Life Equity, LLC's 2024 Form 5500 as plan administrator.

Corey Martin — 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

Life Equity, LLC's EIN is 34-1935387.

EIN 34-1935387

Plan number 002

Plan year 2024

ACK ID 20250620085245NAL0003760913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Life Equity, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Life Equity, LLC'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 LIFE EQUITY, LLC.

Finding similar companies…

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.

Plan sponsor

Name

LIFE EQUITY, LLC

EIN

all filings

Address

530 SOUTH MAIN STREET · SUITE 1731 · AKRON, OH · 44311

Phone

(330) 655-7500

Industry

Finance & Insurance

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Consensus Management Corporation, Inc.

Consensus Management Corporation, Inc. 401(k) Profit Sharing Plan

$1.9M · 5 participants

National Claims Service, LLC

National Claims Service, LLC 401(k) Plan

$1.9M · 4 participants

Wealth Strategies Financial Group

Wealth Strategies Financial Group 401(k) Plan

$1.9M · 7 participants

Heritage Pension Advisors, Inc.

Heritage Pension Advisors, Inc. 401(k) Profit Sharing Plan

$1.9M · 9 participants

Lakeview Financial Services, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.