Lifestyle Retirement Company — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lifestyle Retirement Company is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $19,773 and reported indirect compensation totals $67,486.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Lifestyle Retirement Company. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
State footprint
Where Lifestyle Retirement Company appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1PA6 plan(s)
City footprint
Cities where plans reporting Lifestyle Retirement Company are sponsored, by plan count.
- 1Bloomsburg, PA2 plan(s)
- 2Chambersburg, PA1 plan(s)
- 3Harrisburg, PA1 plan(s)
- 4Honesdale, PA1 plan(s)
- 5York, PA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Keystone Peer Review Organization, Inc., PA · Direct $0 · Indirect $29.9K · 2023
- 2Heidler Roofing Services, Inc., PA · Direct $14.1K · Indirect $2.8K · 2023
- 3Jdk Management Co, L.P., PA · Direct $2.2K · Indirect $14.7K · 2023
- 4
- 5Journey Bank, PA · Direct $1.6K · Indirect $4.7K · 2023
- 6Human Resources Center, Inc., PA · Direct $1.8K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Lifestyle Retirement Company?
- Public Form 5500 Schedule C filings report compensation paid to Lifestyle Retirement Company as a plan service provider. Across loaded filings, total reported compensation is $87,259.
- How many plans report Lifestyle Retirement Company as a service provider?
- Lifestyle Retirement Company appears on 6 loaded plan(s) across 6 sponsor(s).
Related Form 5500 pages
- Keystone Peer Review Organization, Inc. 401(K) Capital Accumulation Plan (plan 001)
- Keystone Peer Review Organization, Inc. — all reported plans
- Heidler Roofing Services, Inc 401(K) Profit Sharing Plan (plan 001)
- Heidler Roofing Services, Inc. — all reported plans
- Jdk Management Co. L.P. Employee Savings And Retirement Plan (plan 001)
- Jdk Management Co, L.P. — all reported plans
- Orrstown Bank 401(K) Plan (plan 002)
- Orrstown Bank — all reported plans
- Journey Bank Employees' Profit Sharing Plan (plan 002)
- Journey Bank — all reported plans
- Human Resources Center, Inc. 403(B) Retirement Savings Plan (plan 001)
- Human Resources Center, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources