How big is Lakehouse Advisors LLC's plan?

Lakehouse Advisors LLC's plan reported $484K in assets and 4 participants for 2024.

Original filing (PDF)20250731130019NAL0005287249001

Lakehouse Advisors LLC

Name: Lakehouse Advisors LLC — Fintrepid Solutions 401(k), Form 5500 (2024)
Creator: Lakehouse Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fintrepid Solutions 401(k) Plan

401(k) retirement plan · Lakehouse Advisors LLC's Fintrepid Solutions 401(k) Plan held $484K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

People on this filing

Jenaya Carter signed Lakehouse Advisors LLC's 2024 Form 5500 as plan administrator.

Jenaya Carter — 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

Lakehouse Advisors LLC's EIN is 47-2976159.

EIN 47-2976159

Plan number 001

Plan year 2024

ACK ID 20250731130019NAL0005287249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lakehouse Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lakehouse Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKEHOUSE ADVISORS LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LAKEHOUSE ADVISORS LLC

DBA

FINTREPID SOLUTIONS

EIN

all filings

Address

7047 E. GREENWAY PARKWAY · SUITE 200 · SCOTTSDALE, AZ · 85254

Phone

(602) 675-7452

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