Sandy Whitaker signed Lakeview Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakeview Center, Inc.'s EIN is 59-0737872.
Download the official 2024 Form 5500 (PDF) for Lakeview Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakeview Center, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | RECORDKEEPER | $134K | — |
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONTRACTUAL | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | CONSULTANT | $23K | — |
| ANDCO CONSULTING LLC | 59-3676225 | — | CONSULTANT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 43-1815436 | — | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADLEY ARANT BOULT CUMMINGS LLP | 63-0243316 | — | ATTORNEY | $7K | — |
