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Original filing (PDF)20250805121100NAL0001812689001
4LIFE RESEARCH, LLC
Form 5500
FILING_RECEIVED
4LIFE RESEARCH, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
350
Accounts w/ balance
503
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 4LIFE RESEARCH, LLC.
Plan sponsor
Name
4LIFE RESEARCH, LLC
EIN
87-0617986
Address
9850 SOUTH 300 WEST · SANDY, UT · 84070
Phone
(801) 562-3639
Industry
Wholesale 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
2025-08-05
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)
Audit & trust (Schedule H)
Auditor
TANNER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
Investments
23 direct securities · 5 pooled funds· $30.7M(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.
Uncategorized
$27.7M
23 holdings
Common Collective Trust
$3.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv Mutual fund | — | — | — | $6.0M | 19.5% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.7M | 15.4% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | — | — | — | $4.3M | 13.9% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | — | — | — | $3.6M | 11.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | — | — | — | $1.2M | 3.9% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | — | — | — | $1.0M | 3.4% | |
| BLKROCK RUSSL 1000 GR IDX R WILMINGTON TRUST · EIN 81-1025041 / PN 170 | Common Collective Trust | — | — | $1.0M | 3.3% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | — | — | — | $953K | 3.1% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | — | — | — | $938K | 3.1% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | — | — | — | $874K | 2.8% | |
| Vanguard Target Retirement 2055 Inv Mutual fund | — | — | — | $831K | 2.7% | |
| Vanguard Small‐Cap Index Admiral Mutual fund | — | — | — | $575K | 1.9% | |
| Notes receivable from participants Participant loans, maturing through 2029 at interest rates of 4.25%–9.50% ‐0‐ | — | — | — | $514K | 1.7% | |
| Fidelity Mid‐Cap Index Fund Mutual fund | — | — | — | $483K | 1.6% | |
| T. Rowe Price Div MC Gr I Fd Mutual fund | — | — | — | $333K | 1.1% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $321K | 1.0% | |
| PIMCO Total Return Instl Fund Mutual fund | — | — | — | $235K | 0.8% | |
| Vanguard Target Retirement Income Inv Mutual fund | — | — | — | $223K | 0.7% | |
| Vanguard Windsor II Admiral Mutual fund | — | — | — | $215K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Mutual fund | — | — | — | $212K | 0.7% | |
| Vanguard Total Bond Market Idx Adm Mutual fund | — | — | — | $151K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | — | — | — | $145K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Fd Mutual fund | — | — | — | $120K | 0.4% | |
| Vanguard Target Retirement 2070 Inv Mutual fund | — | — | — | $20K | <0.1% | |
| (E) | — | — | — | $20K | <0.1% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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