Lakeview Clinic Ltd, Retirement Savings Plan
Sponsored by Lakeview Clinic, Ltd · EIN 411340895 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 193
- With balances
- 233
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 |
|---|---|---|
| Compass Capital Management, Llc CRD 150170 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Capital Management Inc. | Investment management, Investment management fees (direct) | $230,574 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $21,397 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |