Sponsor portfolio
LIFECYCLE FINANCIAL PLANNERS, INC.
EIN 82-2886493Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
9
40950 WOODWARD AVE, STE 140 - BLOOMFIELD HILLS, MI 48304248-737-7090mylifecycleplanners.comLinkedIn1-10 employees
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 | LIFECYCLE FINANCIAL PLANNERS, INC. RETIREMENT TRUST | 401k | $2.5M | 9 | 2025 |
Retirement plans