Sponsor portfolioTH
LIFEWISE, INC.
EIN 45-4002535Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
1
$1.8M assets
Welfare
1
Participants
1,200
5375 GRACE STREET - HILLIARD, OH 43026614-350-1722
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIFEWISE 403(B) PLAN
403b
Assets$1.8M
Participants1,200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFEWISE, INC. SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIFEWISE 403(B) PLAN | 403b | $1.8M | 1,200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFEWISE, INC. SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans