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LIFETIME WEALTH MANAGEMENT, P.C.

EIN 26-1334716-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
36
3021 RIDGE RD # A284 - ROCKWALL, TX 750325830972-771-0650lifetimewm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.6M - 36 part

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Retirement#001

LIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN

401k

Assets$2.6M
Participants36
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFETIME WEALTH MANAGEMENT P.C. 401(K) PLAN401k$2.6M362024
Retirement plans
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