Filings through .
Sponsor portfolio
Financial Life Designs, LLC
EIN 47-3026552financial servicesLatest filing 2024
Plans
1
Retirement
1
$409K assets
Welfare
0
Participants
2
1540 INTERNATIONAL PARKWAY, SUITE 2000 - LAKE MARY, FL 32707407-590-9372financiallifedesigns.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL LIFE DESIGNS CASH BALANCE PLAN | Cash balance | $409K | 2 | 2024 |
Retirement plans