Megan Bennett signed Lakeside Surfaces, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeside Surfaces, LLC's EIN is 38-3594873.
Download the official 2024 Form 5500 (PDF) for Lakeside Surfaces, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeside Surfaces, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CHICAGO, IL | RECORDKEEPER | $18K | — |
| KDP RETIREMENT PLAN SERVICES, LLC | 38-3478073 | GRAND RAPIDS, MI | TPA-RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.2M | 99.0% | |
| FLEXPATH INDEX MODERATE 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.6M | 37.9% | |
| FLEXPATH INDEX MODERATE 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.3M | 29.9% | |
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $522K | 12.3% | |
| FLEXPATH INDEX MODERATE RETIREMENT WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $271K | 6.4% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $163K | 3.9% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $84K | 2.0% | |
| FLEXPATH INDEX MODERATE 2065 R1 WILMINGTON TRUST · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $76K | 1.8% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $36K | 0.9% | |
| RPAG/WILMINGTON LARGE CAP VALUE FD WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $36K | 0.8% | |
| WILMINGTON/BLACKROCK EQUITY INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $29K | 0.7% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $9K | 0.2% | |
| WILMINGTON/BLACKROCK EAFE EQUITY IN WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $272 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-7271378 / PN 549 | Common Collective Trust | — | — | $92 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 R1 WILMINGTON TRUST · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $0 | <0.1% |
| 47-1411118 |
| — |
| INVESTMENT ADVISORY |
| $15K |
| — |
