Lakeview Village, Inc. Employees Retirement Plan
Sponsored by Lakeview Village, Inc. · EIN 480689163 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.2M
- Active participants
- 588
- With balances
- 299
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Infinita, Llc CRD 324481 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $50,955 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $21,546 |
| Infinitas | Investment advisory (plan) | $19,417 |
| Acord Cox & Scott | Accounting | $8,750 |