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Sponsor portfolio

LIFESTYLE PORTFOLIOS INC

EIN 45-4130910-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$533K assets
Welfare
0
Participants
7
109 E ESCLAONES - SAN CLEMENTE, CA 92672949-766-5026LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$438K - 4 part#002ProfitSharing-$95K - 3 part

Retirement portfolio analytics

2 plans aggregated / $533K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC - 401(K) (#001)82%
  • PROFIT SHARING PLAN (#002)18%
Total $533KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC - 401(K) (#001)4
  • PROFIT SHARING PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIFESTYLE PORTFOLIOS INC - 401(K)

401k

Assets$438K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIFESTYLE PORTFOLIOS PROFIT SHARING PLAN

ProfitSharing

Assets$95K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIFESTYLE PORTFOLIOS INC - 401(K)401k$438K42025
002LIFESTYLE PORTFOLIOS PROFIT SHARING PLANProfitSharing$95K32025
Retirement plans
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