Lakeview Farms, Llc 401(k) Plan
Sponsored by Lakeview Farms Holdings, Inc. · EIN 452870019 · Plan #001 · Delphos, OH
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 914
- With balances
- 608
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 |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $80,000 |
| Oakstreet Wealth Management | Investment advisory (plan) | $20,000 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities), Securities brokerage | $0 |