Lakeside Country Club 401(k) Plan
Sponsored by Lakeside Country Club · EIN 741170526 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 195
- With balances
- 244
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Assuredpartners Investment Advisors, Llc CRD 309550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $38,425 |
| Assuredpartners Investment Advisors | Investment advisory (plan), Consulting fees | $18,279 |