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

> Lakeview Capital, INC.'s 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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