Sponsor portfolio
LIFESTYLE FINANCIAL ADVISORS, INC.
EIN 76-0471971financial servicesLatest filing 2025
Plans
1
Retirement
1
$5.3M assets
Welfare
0
Participants
23
P.O. BOX 956 - FRIENDSWOOD, TX 775490956281-992-9220mylsfa.comLinkedIn11-50 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 | LIFESTYLE FINANCIAL ADVISORS 401(K) PLAN | 401k | $5.3M | 23 | 2025 |
Retirement plans