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Sponsor portfolio

LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC.

EIN 59-1375195-mental health care-Latest filing 2024
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
503
525 E. 15TH ST. - PANAMA CITY, FL 32405850-522-4485lmccares.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001MoneyPurchase-$4.4M - 243 part#002403b-$4.0M - 260 part

Retirement portfolio analytics

2 plans aggregated / $8.4M assets / 503 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PLAN AND TRUST (#001)52%
  • FLORIDA, INC. 403(B) (#002)48%
Total $8.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ALERUS FINANCIAL, N.A.100%
Total $8.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FLORIDA, INC. 403(B) (#002)260
  • PLAN AND TRUST (#001)243
Total 503Click 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

LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. MONEY ACCUMULATION PENSION PLAN AND TRUST

MoneyPurchase

Assets$4.4M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN

403b

Assets$4.0M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. MONEY ACCUMULATION PENSION PLAN AND TRUSTMoneyPurchase$4.4M2432024
002LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN403b$4.0M2602024
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