Original filing (PDF)20251008141137NAL0005969217001

LIFELONG-HEALTH FOR ALL

Name: LIFELONG-HEALTH FOR ALL — LIFELONG-HEALTH FOR ALL 401(K) PLAN, Form 5500 (2024)
Creator: LIFELONG-HEALTH FOR ALL

Form 5500

FILING_RECEIVED

LIFELONG-HEALTH FOR ALL 401(K) PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsPossibly inadequate fidelity bond

Active participants

171

Accounts w/ balance

170

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFELONG-HEALTH FOR ALL.

Plan sponsor

Name

LIFELONG-HEALTH FOR ALL

EIN

91-1215715

Address

210 SOUTH LUCILE STREET · SEATTLE, WA · 98108

Phone

(206) 957-1616

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Investments

27 direct securities· $4.3M(100% of reported assets)

Other securities

$4.2M

25 holdings

Bonds / Notes

$85K

1 holding

Cash / Money Market

$14K

1 holding

					% of plan
Fidelity Freedom Index 2030 Fund Institutional Mutual Fund	Other securities	—	—	$668K	15.6%
Fidelity Freedom Index 2040 Fund Institutional Mutual Fund	Other securities	—	—	$617K	14.4%
Fidelity Freedom Index 2045 Fund Institutional Mutual Fund	Other securities	—	—	$522K	12.2%
Fidelity Freedom Index 2025 Fund Institutional Mutual Fund	Other securities	—	—	$422K	9.8%
Fidelity Freedom Index 2055 Fund Institutional Mutual Fund	Other securities	—	—	$338K	7.9%
Fidelity Freedom Index 2035 Fund Institutional Mutual Fund	Other securities	—	—	$315K	7.3%
Fidelity Freedom Index 2050 Fund Institutional Mutual Fund	Other securities	—	—	$283K	6.6%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$269K	6.3%
Fidelity Freedom Index 2060 Fund Institutional Mutual Fund	Other securities	—	—	$157K	3.7%
Fidelity Freedom Index Income Fund Institutional Mutual Fund ** 629 * Fidelity Freedom Index 2015 Fund Institutional Mutual Fund	Other securities	—	—	$98K	2.3%
MFS Growth Fund Mutual Fund	Other securities	—	—	$88K	2.1%
Participant loans Rates from 3.25% to 8.5% - 0 -	Bonds / Notes	—	—	$85K	2.0%
Fidelity Advisor Total Bond Fund Mutual Fund	Other securities	—	—	$73K	1.7%
Fidelity Global ex U.S. Index Fund Mutual Fund	Other securities	—	—	$67K	1.6%
Fidelity Extended Market Index Fund Mutual Fund	Other securities	—	—	$49K	1.1%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$35K	0.8%
Vanguard Emerging Markets Stock Index Fund Mutual Fund	Other securities	—	—	$34K	0.8%
AC Large Cap Eq Mutual Fund	Other securities	—	—	$25K	0.6%
Fidelity Freedom Index 2020 Fund Institutional Mutual Fund	Other securities	—	—	$21K	0.5%
CB Large Cap Value Mutual Fund	Other securities	—	—	$20K	0.5%
MFS Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$18K	0.4%
Hartford International Opportunities Fund Mutual Fund	Other securities	—	—	$17K	0.4%
Fidelity Freedom Index 2065 Fund Institutional Mutual Fund	Other securities	—	—	$16K	0.4%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$14K	0.3%
Gabelli U.S. Treasury Money Market Fund Mutual Fund	Cash / Money Market	—	—	$14K	0.3%
Fidelity U.S. Bond Index Fund Mutual Fund	Other securities	—	—	$13K	0.3%
Allspring Small Company Growth Fund Mutual Fund	Other securities	—	—	$8K	0.2%