Lake Shore Savings Bank 401(k) Savings Plan
Sponsored by Lake Shore Savings Bank · EIN 160516470 · Plan #002
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 108
- With balances
- 107
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 |
|---|---|---|
| Hbk Sorce Advisory Llc CRD 112139 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Services | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $71,939 |
| Hbks Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $31,363 |