What public Form 5500 filings show about the Lake Heart Specialists 401(k) plan — and how to find and check your own account.
Lake Heart Specialists (EIN 36-3884882) reports LAKE HEART SPECIALISTS RETIREMENT PLAN on its most recent Form 5500, with $15.7M in plan assets across 46 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Lake Heart Specialists filing — schedules, fees, and providers.
Lake Heart Specialists’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Lake Heart SpecialistsHR for the recordkeeper’s name and login.
