Lakeview Health Holdings, Inc 401 K Plan
Sponsored by Combined Resources, Llc · EIN 203722852 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 268
- With balances
- 255
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping, Recordkeeping fees | $5,650 |
| Creative Planning Hold Co, Llc | Other fees | $0 |