Plan Sponsor signed Life Unlimited, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Life Unlimited, Inc.'s EIN is 43-1237483.
Download the official 2024 Form 5500 (PDF) for Life Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Life Unlimited, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $4.8M | 98.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 057 | Common Collective Trust | — | — | $718K | 14.7% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 052 | Common Collective Trust | — | — | $607K | 12.4% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 050 | Common Collective Trust | — | — | $463K | 9.5% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 049 | Common Collective Trust | — | — | $455K | 9.3% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 053 | Common Collective Trust | — | — | $413K | 8.4% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 051 | Common Collective Trust | — | — | $411K | 8.4% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 078 | Common Collective Trust | — | — | $368K | 7.5% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $149K | 3.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 058 | Common Collective Trust | — | — | $116K | 2.4% | |
| SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $23K | 0.5% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $13K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 054 | Common Collective Trust | — | — | $0 | <0.1% |
| CREATIVE PLANNING HOLDCO LLC DBA CR |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | — | KANSAS CITY, MO | CONTRACT ADMIN | $5K | — |
