Original filing (PDF)20251014130210NAL0001385235001

LIFEPLAN CCO NY, LLC

Name: LIFEPLAN CCO NY, LLC — LIFEPLAN CCO 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: LIFEPLAN CCO NY, LLC

Form 5500

FILING_RECEIVED

LIFEPLAN CCO 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

991

Accounts w/ balance

643

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

Participation health

Knocking points off

Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 100% of plan.
No recordkeeper disclosed on Schedule C.
65% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEPLAN CCO NY, LLC.

Plan sponsor

Name

LIFEPLAN CCO NY, LLC

EIN

82-3070045

Address

258 GENESEE STREET, MEZZANINE LEVEL · UTICA, NY · 13502

Phone

(866) 462-2269

Industry

Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANS ADMINISTRATIVE SVCS	16-1503696	UTICA, NY	NONE	$44K	—

Investments

1 pooled fund· $460K(2% of reported assets)

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.