Donna Carlino signed Lakeshore Community Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeshore Community Services, Inc.'s EIN is 25-1577930.
Download the official 2024 Form 5500 (PDF) for Lakeshore Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeshore Community Services, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS BEAN/RAYMOND JAMES FINANCIAL | 59-1531281 | ST.PETERSBURG, FL | INVESTMENT ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.7M | 97.3% |
