AUMdb

Lakeshore Community Services, Inc. Tsa Retirement Savings Plan

Sponsored by Lakeshore Community Services, Inc. · EIN 251577930 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
279
With balances
255

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, 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
Thomas Bean/Raymond James Financial Consulting (pension) $28,382