How big is Lakeview Financial Services, LLC's plan?

Lakeview Financial Services, LLC's plan reported $1.9M in assets and 10 participants for 2025.

Original filing (PDF)20260409155904NAL0015784498001

Lakeview Financial Services, LLC

Name: Lakeview Financial Services, LLC — Lakeview Financia, Form 5500 (2025)
Creator: Lakeview Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeview Financial Services, LLC 401(k) Plan

401(k) retirement plan · Lakeview Financial Services, LLC's Lakeview Financial Services, LLC 401(k) Plan held $1.9M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Matt Gallegos signed Lakeview Financial Services, LLC's 2025 Form 5500 as plan administrator.

Matt Gallegos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lakeview Financial Services, LLC's EIN is 20-4744878.

EIN 20-4744878

Plan number 001

Plan year 2025

ACK ID 20260409155904NAL0015784498001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lakeview Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lakeview Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKEVIEW FINANCIAL SERVICES, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score