Lakeshore Learning Materials 401(k) Plan
Sponsored by Lakeshore Learning Materials, Llc · EIN 941525814 · Plan #001
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 4,674
- With balances
- 1,849
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $158,327 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $59,924 |
| Cliftonlarsonallen Llp | Accounting, Investment advisory (plan), Direct payment from the plan | $22,043 |