The Lakeview Employees' Tax Deferred Annuity Plan
Sponsored by Lakeview Memorial Hospital Association, Inc. · EIN 410811697 · Plan #007
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 65
- With balances
- 110
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Participant-directed brokerage accounts, Default investment account (QDIA)
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 |
|---|---|---|
| Fidelity Investments Inst Op | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,310 |