James Jones signed Lakeland University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeland University's EIN is 39-0821861.
Download the official 2023 Form 5500 (PDF) for Lakeland University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lakeland University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | RIA | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
