Lifeplan Cco Ny, Llc 401(k) Plan: Login, Facts & Contact Information

Lifeplan Cco Ny, Llc 401(k) Plan Facts

Plan name
LIFEPLAN CCO 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LIFEPLAN CCO NY, LLC
Participants
968 (991 active employees)
Former employees with a balance
82
Plan assets
$20,399,545 at Dec 31, 2024
Average account balance
$31,726 across 643 accounts
Employer contributions
$1,247,514 in plan year 2024 (25% of all contributions)
Recordkeeper
Benefit Plans Administrative Svcs
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2018
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.04 million went into the plan in contributions, $1.25 million of it from the employer (25%).
  • $951,169 was paid out to participants.
  • Investment and other income added $2.20 million.
  • Administrative expenses were $43,862, about $68 per account.

How the Lifeplan Cco Ny, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019295$3.24 million$274,453$28,806
2020760$6.03 million$491,473$174,998
2021869$9.03 million$741,292$442,290
2022838$9.87 million$827,192$702,134
2023920$14.2 million$1.03 million$894,496
2024968$20.4 million$1.25 million$951,169

Lifeplan Cco Ny, Llc 401(k) Contact Information

Phone
866-462-2269
Mailing address
258 GENESEE STREET, MEZZANINE LEVEL, UTICA NY 13502
Plan sponsor
LIFEPLAN CCO NY, LLC
Employer identification number (EIN)
82-3070045
Plan number
001

Questions about the Lifeplan Cco Ny, Llc 401(k)

Does Lifeplan Cco Ny, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.25 million, 25% of all contributions.

Does the Lifeplan Cco Ny, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lifeplan Cco Ny, Llc 401(k) plan?

968 participants at the start of plan year 2024, 991 of them active employees, and 82 former employees who still had money in the plan.

What is the average 401(k) balance at Lifeplan Cco Ny, Llc?

About $31,726 per account: $20.4 million in plan assets across 643 accounts with a balance at the end of plan year 2024.

Who manages the Lifeplan Cco Ny, Llc 401(k) accounts?

BENEFIT PLANS ADMINISTRATIVE SVCS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lifeplan Cco Ny, Llc. How do I access my 401(k)?

Your account stays with BENEFIT PLANS ADMINISTRATIVE SVCS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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