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LIFE BY DESIGN INVESTMENT ADVISORY

EIN 47-3199748-financial services-Latest filing 2025
Plans
1
Retirement
1
$46K assets
Welfare
0
Participants
4
34179 GOLDEN LANTERN, SUITE 102 - DANA POINT, CA 92629714-541-4180lbdias.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$46K - 4 part

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Retirement#001

LIFE BY DESIGN INVESTMENT ADVISORY 401(K) PLAN

401k

Assets$46K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFE BY DESIGN INVESTMENT ADVISORY 401(K) PLAN401k$46K42025
Retirement plans
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