# Lakeview Advisors INC. 401(k) Plan
Source: https://planprovider.pro/companies/lakeview-advisors-inc-401k-plan

> Lakeview Advisors INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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