Plan profile · 2023
LIFELONG MEDICAL CARE
LIFELONG MEDICAL CARE 403(B) PLAN · –
Sponsor contact
Address2344 SIXTH STREET, BERKELEY
State / ZIPCA 94710
Phone5109814100
EIN / Plan #942502308 / 002
Plan health
Assets (EOY)$52M
Participants1,005
Avg balance$52k
Employer contrib$3M
Distributions$6M
Red flags
Delinquent contribs$2M
Fidelity bond$500k
Bond adequate?yes
AuditorCLIFTONLARSONALLEN LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 043046611 | $65k |