Plan Snapshot
- Plan Sponsor: Lakeview Advisors INC.
- Sponsor EIN: 992830823
- Sponsor Address: NH
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $131,910
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1 | $131,910 | $0 | $0 |