Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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
LIFETIME BENEFITS — Form 5500 Service Provider Profile | Form 5500 Search