How big is Lifelong Wealth Advisors Inc.'s plan?

Lifelong Wealth Advisors Inc.'s plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250904082617NAL0015919409001

Lifelong Wealth Advisors Inc.

Name: Lifelong Wealth Advisors Inc. — Form 5500 (2024)
Creator: Lifelong Wealth Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lifelong Wealth Advisors Inc. held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Lifelong Wealth Advisors Inc.'s EIN is 47-2263969.

EIN 47-2263969

Plan number 001

Plan year 2024

ACK ID 20250904082617NAL0015919409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifelong Wealth Advisors 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 LIFELONG WEALTH ADVISORS 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