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Original filing (PDF)20251015145506NAL0002491923001
LIFETECH RESOURCES, LLC
Form 5500
FILING_RECEIVED
LIFETECH RESOURCES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
169
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFETECH RESOURCES, LLC.
Plan sponsor
Name
LIFETECH RESOURCES, LLC
EIN
95-4682107
Address
700 SCIENCE DRIVE · MOORPARK, CA · 93021
Phone
(818) 885-1199
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIINCOLN FINANCIAL ADVISORS CORP | 35-1151034 | — | BROKER/DEALER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 99-0323367 | WESTLAKE VILLAGE, CA | TPA | $0 | — |
| ACTUARIAL BENEFITS CORP. | 20-1054428 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA | 71-0294708 | — | RECORD-KEEPER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $12.9M(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
$6.7M
30 holdings
Pooled Separate Account
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.2M | 88.0% | |
| Black Rock BlkRck LifePath Ind Ret Fd K | — | — | — | $1.6M | 22.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.1M | 16.0% | |
| Hartford Climate Opportunities Hartford Climate Opport Fd R6 ** 284 JP Morgan JPMorgan Intl Equity Fnd R6 ** 577 JP Morgan JPMorgan LgCp Grw Fnd R6 | — | — | — | $627K | 8.9% | |
| Black Rock BlkRck LifePath Ind 2060 Fd K | — | — | — | $469K | 6.7% | |
| Black Rock BlkRck LifePath Ind 2055 Fd K | — | — | — | $346K | 4.9% | |
| Voya Fixed Account (4450) | — | — | — | $337K | 4.8% | |
| Black Rock BlkRck LifePath Ind 2050 Fd K | — | — | — | $323K | 4.6% | |
| Black Rock BlkRck LifePath Ind 2040 Fd K | — | — | — | $275K | 3.9% | |
| Black Rock BlkRck LifePath Ind 2035 Fd K | — | — | — | $212K | 3.0% | |
| Loomis Sayles Loomis Sayles Ltd Tm Gv&Agcy N ** 489 MFS Mid Cap Growth Fund MFS Mid Cap Growth Fd R6 | — | — | — | $188K | 2.7% | |
| Black Rock BlkRck LifePath Ind 2045 Fd K | — | — | — | $178K | 2.5% | |
| Voya Fixed Account | — | — | — | $154K | 2.2% | |
| Black Rock BlkRck LifePath Ind 2030 Fd K | — | — | — | $138K | 2.0% | |
| Vanguard Vangrd FTSE Social Ind Fd Adm | — | — | — | $115K | 1.6% | |
| American Funds American Funds Amer Mutual R6 | — | — | — | $101K | 1.4% | |
| American Funds American Funds 2040 T Date R6 | — | — | — | $74K | 1.0% | |
| Fidelity Investments Fidelity Sm Cp Ind Fd ** 195 Fidelity Investments Fidelity Tot Intl Idx Fund | — | — | — | $71K | 1.0% | |
| American Funds American Funds 2045 T Date R6 | — | — | — | $65K | 0.9% | |
| MFS Mid Cap Growth Fund MFS Mid Cap Value Fund R6 | — | — | — | $57K | 0.8% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $50K | 0.7% | |
| Dimensional DFA US Small Cap Vl Port Ins | — | — | — | $46K | 0.7% | |
| Vanguard Vangrd Explorer Fund Adm | — | — | — | $38K | 0.5% | |
| Nationwide BNY Mel Cor Pl-R6 ** 662 Nuveen Real Estate Nuveen Real Estate Sec Sel R6 | — | — | — | $36K | 0.5% | |
| maturing through August 2028. 0 | — | — | — | $29K | 0.4% | |
| Black Rock BlkRck Md Cp Equity Ind Fd R | — | — | — | $24K | 0.3% | |
| Black Rock BlkRck Sst Adv Lg Cp Cr Fd K ** 592 Calvert Calv US Lg Cp Cr Rsp In F R6 | — | — | — | $22K | 0.3% | |
| Goldman Sachs Gldmn Sachs Intl Eq Ins Fd R6 | — | — | — | $6K | <0.1% | |
| Black Rock BlkRck LifePath Ind 2065 Fd K | — | — | — | $3K | <0.1% | |
| American Funds American Funds 2010 T Date R6 | — | — | — | $3K | <0.1% | |
| American Funds American Funds Bond Fd Am R6 | — | — | — | $2K | <0.1% |
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