Lakeside International Trucks, Inc. Retirement Plan
Sponsored by Lakeside International Trucks, Inc. · EIN 391487198 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 326
- With balances
- 432
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors | Investment advisory (participants), Investment management fees (direct) | $77,956 |
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (directed) | $58,275 |