Lakeside Software 401(k) Plan
Sponsored by Lakeside Software, Llc · EIN 383374036 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 131
- With balances
- 153
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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $21,276 |
| Twelve Points Wealth Management Llc | Investment advisory (plan) | $13,683 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $9,938 |