How big is Lifetime Financial Advisors LLC's plan?

Lifetime Financial Advisors LLC's plan reported $675K in assets and 2 participants for 2024.

Original filing (PDF)20250725183825NAL0006938897001

Lifetime Financial Advisors LLC

Name: Lifetime Financial Advisors LLC — Lifetime Financial, Form 5500 (2024)
Creator: Lifetime Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifetime Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Lifetime Financial Advisors LLC's Lifetime Financial Advisors 401(k) Profit Sharing Plan held $675K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$675K

Net assets (EOY)

$675K

Plan identifiers

Lifetime Financial Advisors LLC's EIN is 34-1959040.

EIN 34-1959040

Plan number 001

Plan year 2024

ACK ID 20250725183825NAL0006938897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifetime Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LIFETIME FINANCIAL ADVISORS LLC

EIN

all filings

Address

2285 EAGLE PASS, SUITE C · WOOSTER, OH · 44691

Phone

(330) 264-8580

Industry

Finance & Insurance

Plan administrator