Stable plan record

LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN

Sponsored by LAKEVIEW FINANCIAL SERVICES, LLC · EIN/PN 204744878-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,714
Administrative cost per participant
2025
Not reported
Active participants
2025
10
Total plan assets
2025
$1,946,402
Participant loans as a share of assets
2025
6.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260409155904NAL001578449800110$1,714
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.