How big is Lake Street Consulting's plan?

Lake Street Consulting's plan reported $830K in assets and 2 participants for 2024.

Original filing (PDF)20250929161736NAL0005132467001

Lake Street Consulting

Name: Lake Street Consulting — LSC 401(k) Plan & Trust, Form 5500 (2024)
Creator: Lake Street Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LSC 401(k) Plan & Trust

401(k) retirement plan · Lake Street Consulting's LSC 401(k) Plan & Trust held $830K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

People on this filing

Michael Stoner signed Lake Street Consulting's 2024 Form 5500 as plan administrator.

Michael Stoner — 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 Street Consulting's EIN is 45-4329327.

EIN 45-4329327

Plan number 001

Plan year 2024

ACK ID 20250929161736NAL0005132467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Street Consulting's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LAKE STREET CONSULTING

EIN

all filings

Address

800 OAK GROVE AVE., SUITE 210 · MENLO PARK, CA · 94025

Phone

(650) 776-8553

Industry

Real Estate

Plan administrator