Lakeside School Defined Contribution Retirement Plan
Sponsored by Lakeside School · EIN 910564971 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 239
- With balances
- 598
Plan year beginning 01/01/2024 · Total participant-directed account, 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 |
|---|---|---|
| Rbc Capital Markets, Llc; Scott Mer | Investment advisory (plan), Investment management, Direct payment from the plan | $37,027 |
| Clark Nuber | Accounting, Direct payment from the plan | $21,700 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $6,759 |