Original filing (PDF)20250417220739NAL0002086609032

LIFE BY DESIGN INVESTMENT ADVISORY

Name: LIFE BY DESIGN INVESTMENT ADVISORY — LIFE BY DESIGN INVESTMENT ADVISORY 401(K) PLAN, Form 5500 (2024)
Creator: LIFE BY DESIGN INVESTMENT ADVISORY

Form 5500-SF

FILING_RECEIVED

LIFE BY DESIGN INVESTMENT ADVISORY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFE BY DESIGN INVESTMENT ADVISORY.

Plan sponsor

Name

LIFE BY DESIGN INVESTMENT ADVISORY

EIN

47-3199748

Address

34179 GOLDEN LANTERN · SUITE 102 · DANA POINT, CA · 92629

Phone

(714) 541-4180

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THE CRESCENDO GROUP, LLC

ONLINE TRADING ACADEMY 401(K) PLAN

$46K · 2 participants

FREEDOM HOUSE MINISTRIES, INC.

FREEDOM HOUSE MINISTRIES 401(K) PLAN

$46K · 18 participants

CAY CAPITAL INC

CAY CAPITAL 401K PLAN

$46K · 2 participants

DERSE MORGEN INC.

DERSE MORGEN INC. 401(K) PLAN

$46K · 3 participants

TWELVE MANAGEMENT, LLC

12MGT 401(K) PLAN

$46K · 6 participants