How big is Lifeplan CCO NY, LLC's plan?

Lifeplan CCO NY, LLC's plan reported $20.4M in assets and 991 participants for 2024.

Original filing (PDF)20251014130210NAL0001385235001

Lifeplan CCO NY, LLC

Name: Lifeplan CCO NY, LLC — Lifeplan CCO 401(k), Form 5500 (2024)
Creator: Lifeplan CCO NY, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lifeplan CCO 401(k) Retirement Plan

401(k) retirement plan · Lifeplan CCO NY, LLC's Lifeplan CCO 401(k) Retirement Plan held $20.4M in plan assets for 991 participants in 2024.

Signals · 3

Late participant contributions100% in single holdingNo recordkeeper disclosed

Active participants

991

Accounts w/ balance

643

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

People on this filing

Dean Johnston signed Lifeplan CCO NY, LLC's 2024 Form 5500 as plan administrator.

Dean Johnston — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lifeplan CCO NY, LLC's EIN is 82-3070045.

EIN 82-3070045

Plan number 001

Plan year 2024

ACK ID 20251014130210NAL0001385235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lifeplan CCO NY, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lifeplan CCO NY, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFEPLAN CCO NY, LLC.

Finding similar companies…

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

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 57K (1% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

LIFEPLAN CCO NY, LLC

EIN

all filings

Address

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

Phone

(866) 462-2269

Industry

Health Care & Social Assistance

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)

Service providers (Schedule C)

1 rows

Other service providers

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

Investments

1 direct security · 1 pooled fund· $20.5M(100% 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.

Other

$20.0M

1 holding

Common Collective Trust

$460K

1 holding

PI						% of plan
	[Assets held in registered investment companies (mutual funds)]	Other	—	—	$20.0M	98.0%
	METLIFE STABLE VALUE FUND METROPOLITAN LIFE INSURANCE COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$460K	2.3%