Plan Snapshot
- Plan Sponsor: Lakeview Capital, INC.
- Sponsor EIN: 300518620
- Sponsor Address: 151 S. OLD WOODWARD, BIRMINGHAM, MI, 48009
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 59 | $25.5M | $243,236 | $834,145 |
| 2023 | 53 | $21.6M | $213,552 | $780,413 |
| 2022 | 48 | $17.9M | $181,803 | $696,080 |