LIFETIME BENEFITS
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
4
Active participants
667
Total plan assets
$20.5M
Filings (rows)
4
Direct comp
$167K
Indirect comp
$0
Aggregating 2 name variants under "LIFETIME BENEFITS"
SERVICES PROVIDED
Broker3
TPA / Administrator1
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO, NY | TPA / Administrator CONTRACT ADMIN | 271 | $20.5M | $1K |
| SRF PERSONNEL, INC. SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN | SOUTHLAKE, TX | Broker BROKER | 156 | — | $55K |
| SRF PERSONNEL, INC. SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN | SOUTHLAKE, TX | Broker BROKER | 102 | — | $53K |
| SRF PERSONNEL, INC. SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN | SOUTHLAKE, TX | Broker BROKER | 138 | — | $57K |
