Lifelong Learner Holdings 401(K) Plan — Form 5500 plan (Lifelong Learner Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lifelong Learner Holdings 401(K) Plan is a benefit plan reported by Lifelong Learner Holdings, LLC under EIN 47-3094712 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,308 participants and $73,400,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifelong Learner Holdings, LLC
- EIN
- 47-3094712
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 1,308
- End-of-year plan assets
- $73,400,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,308 | H, C | 20241002163852NAL0017930370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,400,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,400,187
- Net assets (BOY)
- $60,601,973
Income & contributions
- Employer contributions
- $2,754,117
- Participant contributions
- $6,201,824
- Total contributions
- $9,497,069
- Total income / additions
- $20,680,188
Expenses & distributions
- Benefits paid
- $7,731,031
- Administrative expenses
- $134,216
- Total expenses
- $7,881,974
- Net increase / (decrease)
- $12,798,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,254 | not reported in the loaded dataset | 2023 |
| Hauser | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | ACCOUNTANT | $13,300 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,662 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifelong Learner Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Glendale, CA
- Fidelity Investments Institutional — Schedule C compensation
- Hauser — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation