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Original filing (PDF)20251111184929NAL0008294706001
LAKESIDE EDUCATIONAL NETWORK
Form 5500
FILING_RECEIVED
LAKESIDE EDUCATIONAL NETWORK 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 3.8 mo~101 bps in Sched C fees
Active participants
364
Accounts w/ balance
235
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKESIDE EDUCATIONAL NETWORK.
Plan sponsor
Name
LAKESIDE EDUCATIONAL NETWORK
EIN
23-6050758
Address
1350 WELSH ROAD · SUITE 400 · NORTH WALES, PA · 19454
Phone
(215) 654-9414
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-11-11
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $51K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.