Lakeside Surfaces 401(k) Plan
Sponsored by Lakeside Surfaces, Llc · EIN 383594873 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 137
- With balances
- 216
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,968 |
| Global Retirement Partners Llc | Investment advisory (plan) | $15,303 |
| Kdp Retirement Plan Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,850 |