AUMdb

Lakeside Bank Employee Savings And Protection Plan

Sponsored by Lakeside Bank · EIN 362583514 · Plan #002

Total assets
$26.6M
Net assets
$26.5M
Active participants
175
With balances
198

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $45,873