Lakeview Wealth Management (EIN 85-3147601) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $870K in plan assets and 10 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Lakeview Wealth Management Cash Balance Plan | 002 | 5 | $535K |
| Lakeview Wealth Management 401(k) Profit Sharing Plan | 001 | 5 | $334K |
85-3147601 is the Employer Identification Number (EIN) Lakeview Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
