How big is Lifelong Access' plan?

Lifelong Access' plan reported $1.8M in assets and 199 participants for 2024.

Original filing (PDF)20250703143508NAL0001643922001

Lifelong Access

Name: Lifelong Access — Lifelong Access 403(b) Retirement, Form 5500 (2024)
Creator: Lifelong Access
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifelong Access 403(b) Retirement Plan

403(b) retirement plan · Lifelong Access' Lifelong Access 403(b) Retirement Plan held $1.8M in plan assets for 199 participants in 2024.

Signals · 1

No auditor on file

Active participants

199

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Lilly VORE signed Lifelong Access' 2024 Form 5500 as plan administrator.

Lilly VORE — 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

Lifelong Access' EIN is 37-6017635.

EIN 37-6017635

Plan number 002

Plan year 2024

ACK ID 20250703143508NAL0001643922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifelong Access' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score