Sponsor portfolio
LIFESPAN FINANCIAL STRATEGIES, INC.
EIN 65-0741655Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
8
1655 NORTH COMMERCE PARKWAY STE 301 - WESTON, FL 33326954-385-7812
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 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 8 | 2025 |
Retirement plans