Lakewood Health System 401(k) Plan
Sponsored by Lakewood Health System · EIN 411842965 · Plan #002
- Total assets
- $78.4M
- Net assets
- $78.4M
- Active participants
- 851
- With balances
- 1,037
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan) | $133,815 |
| Wipfli Llp | Recordkeeping | $51,529 |