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Original filing (PDF)20251006135432NAL0002112163001
LIFEMD, INC
Form 5500
FILING_RECEIVED
LIFEMD, INC 401(K) PLAN
401(k) retirement plan
Signals · 2
~106 bps in Sched C feesNo recordkeeper disclosed
Active participants
242
Accounts w/ balance
349
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 103% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEMD, INC.
Plan sponsor
Name
LIFEMD, INC
EIN
76-0238453
Address
236 5TH AVE · SUITE 400 · NEW YORK, NY · 10001
Phone
(864) 735-6145
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
STOWE & DEGON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $32K | — |
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $18K | — |
Investments
27 direct securities· $4.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $710K | 15.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $549K | 11.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $526K | 11.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $491K | 10.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $439K | 9.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $351K | 7.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $334K | 7.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $270K | 5.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $243K | 5.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $169K | 3.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $125K | 2.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $69K | 1.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $52K | 1.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $51K | 1.1% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $45K | 1.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $45K | 1.0% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $44K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $40K | 0.9% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $40K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $21K | 0.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $20K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $18K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $12K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $8K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $6K | 0.1% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $5K | 0.1% |
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