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  1. Companies/
  2. Lifetime Planning, Inc.

Filings through Oct 24, 2026.

Lifetime Planning, Inc.

EIN 82-1514587-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$196K assets
Health & Benefits
0
Participants
5
6800 PITTSFORD-PALMYRA RD. - FAIRPORT, NY 14450585-728-9191
Plans on this EIN
1 filing
#001401(k)-$196K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LIFETIME PLANNING INC. 401(K) PLAN

401(k)

Assets$196K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LIFETIME PLANNING INC. 401(K) PLAN401(k)$196K52025
  • LIFETIME PLANNING INC. 401(K) PLAN$196K
    #001 · 401(k) · 20255
Retirement plans
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