P 401(k) Plan Report

Stable plan record

LAKESHORE GROUP WEALTH MANAGEMENT 401(K) PLAN

Sponsored by LAKESHORE GROUP WEALTH MANAGEMENT · EIN/PN 823678981-001

Selected filing history

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

Employer money per active participant
2025
$4,235
Administrative cost per participant
2025
$9
Active participants
2025
6
Total plan assets
2025
$359,668
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260717074336NAL00053875530016$4,235
Public filing identifier

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