Lakeside Industries Inc. Employee Savings Plan
Sponsored by Lakeside Industries Inc. · EIN 910751657 · Plan #001
- Total assets
- $72.3M
- Net assets
- $72.3M
- Active participants
- 175
- With balances
- 238
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities Inc | Investment advisory (plan) | $35,500 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |