LAKEVIEW CLINIC, LTD 401(k) Plan
What public Form 5500 filings show about the LAKEVIEW CLINIC, LTD 401(k) plan — and how to find and check your own account.
The LAKEVIEW CLINIC, LTD 401(k) on its latest Form 5500
LAKEVIEW CLINIC, LTD (EIN 41-1340895) reports LAKEVIEW CLINIC LTD, RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $104.5M in plan assets across 193 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 LAKEVIEW CLINIC, LTD filing — schedules, fees, and providers.
Who runs the LAKEVIEW CLINIC, LTD 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LAKEVIEW CLINIC, LTD 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, COMPASS CAPITAL MANAGEMENT.
How to check your LAKEVIEW CLINIC, LTD 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask LAKEVIEW CLINIC, LTD HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).