Lifesteps Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

637,055

Total plan assets

$13.6B

Filings (rows)

Direct comp

$51K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Airlines, Inc. United Airlines Pilot Retirement Account Plan · all filings	CHICAGO, IL	Other service providers	14,959	$11.8B	$6K	$0
Paychex Retirement LLC Paychex Pooled Employer 401(k) Plan · all filings	ROCHESTER, NY	Advisor / Consultant	621,703	$1.8B	$9K	$0
Engineering Partners Inc. Engineering Partners Inc. 401(k) Profit Sharing Plan & Trust · all filings	SAN DIEGO, CA	Advisor / Consultant	152	$11.7M	$13K	$0
Engineering Partners Inc. Engineering Partners Inc. 401(k) Profit Sharing Plan & Trust · all filings	SAN DIEGO, CA	Advisor / Consultant	136	$9.3M	$11K	$0
Engineering Partners Inc. Engineering Partners Inc. 401(k) Profit Sharing Plan & Trust · all filings	SAN DIEGO, CA	Advisor / Consultant	105	$7.5M	$12K	$0