How big is Lake Heart Specialists' plan?

Lake Heart Specialists' plan reported $15.7M in assets and 46 participants for 2024.

Original filing (PDF)20251009142209NAL0007130081001

Lake Heart Specialists

Name: Lake Heart Specialists — Lake Heart Specialists, Form 5500 (2024)
Creator: Lake Heart Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Heart Specialists Retirement Plan

401(k) retirement plan · Lake Heart Specialists' Lake Heart Specialists Retirement Plan held $15.7M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

People on this filing

BETH Frericks signed Lake Heart Specialists' 2024 Form 5500 as plan administrator.

BETH Frericks — 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

Lake Heart Specialists' EIN is 36-3884882.

EIN 36-3884882

Plan number 002

Plan year 2024

ACK ID 20251009142209NAL0007130081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lake Heart Specialists from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Heart Specialists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE HEART SPECIALISTS.

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

Knocking points off