Lakeview Center Inc Retirement Savings 403(b) Plan
Sponsored by Lakeview Center, Inc. · EIN 590737872 · Plan #005
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 2,591
- With balances
- 3,786
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services, L | Investment management, Participant loan processing, Other services | $134,360 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $62,928 |
| Mariner Institutional, Llc | Investment advisory (plan) | $22,500 |
| Forvis, Llp | Accounting | $17,325 |
| Andco Consulting Llc | Investment advisory (plan) | $11,250 |
| Bradley Arant Boult Cummings Llp | Legal | $7,150 |