P 401(k) Plan Report

Stable plan record

LAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN

Sponsored by BROESKE ASSET MANAGEMENT, LLC · EIN/PN 710917861-001

Selected filing history

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

Employer money per active participant
2025
$15,268
Administrative cost per participant
2025
$25
Active participants
2025
4
Total plan assets
2025
$2,963,731
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707151242NAL00156673950014$15,268
Public filing identifier

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