How big is Lifetime Financial Advisor's plan?

Lifetime Financial Advisor's plan reported $839 in assets and 2 participants for 2024.

Original filing (PDF)20250729141102NAL0001381507001

Lifetime Financial Advisor

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

Form 5500-SF

FILING_RECEIVED

Lifetime Financial Advisor SOCA Benefit Plan

Health & welfare plan · Lifetime Financial Advisor's Lifetime Financial Advisor SOCA Benefit Plan held $839 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$839

Net assets (EOY)

$297

People on this filing

Matt Appenzeller signed Lifetime Financial Advisor's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Financial Advisor's EIN is 34-1959040.

EIN 34-1959040

Plan number 501

Plan year 2024

ACK ID 20250729141102NAL0001381507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Financial Advisor's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score