How big is Lifetime Financial Group, Inc.'s plan?

Lifetime Financial Group, Inc.'s plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250915224927NAL0000898867001

Lifetime Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Lifetime Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Lifetime Financial Group, Inc.'s Lifetime Financial Group, Inc. 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Lifetime Financial Group, Inc.'s EIN is 36-4153214.

EIN 36-4153214

Plan number 002

Plan year 2024

ACK ID 20250915224927NAL0000898867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Financial Group, Inc.'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 LIFETIME FINANCIAL GROUP, INC..

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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