Plan Snapshot
- Plan Sponsor: Lakeview Advisors INC.
- Sponsor EIN: 992830823
- Sponsor Address: 379 LEIGHTON AVE, N, LACONIA, NH, 03246
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $110
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $110 | $0 | $0 |
| 2024 | 1 | $131,910 | $0 | $0 |