What public Form 5500 filings show about the Lake Shore Savings Bank 401(k) plan — and how to find and check your own account.
Lake Shore Savings Bank (EIN 16-0516470) reports LAKE SHORE SAVINGS BANK 401(K) SAVINGS PLAN on its most recent Form 5500, with $16.6M in plan assets across 108 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 Shore Savings Bank filing — schedules, fees, and providers.
Lake Shore Savings Bank’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 Shore Savings BankHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLAN ADMIN SERVICES, HBKS WEALTH ADVISORS.
