AUMdb

Lakeside Manufacturing Retirement Plan

Sponsored by Lakeside Manufacturing, Inc. · EIN 390861074 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
142
With balances
189

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
Alpha Investment Consulting Group, Llc CRD 139721 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services, Llc Recordkeeping, Participant loan processing, Participant communication $24,338
Alpha Investment Consulting Group, Investment advisory (plan), Investment management fees (direct) $14,000