How big is Lakeshore Foundation's plan?

Lakeshore Foundation's plan reported $4.1M in assets and 82 participants for 2024.

Original filing (PDF)20251008103007NAL0003195587001

Lakeshore Foundation

Name: Lakeshore Foundation — Lakeshore Foundation 401(k), Form 5500 (2024)
Creator: Lakeshore Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeshore Foundation 401(k) Plan

Defined-contribution retirement plan · Lakeshore Foundation's Lakeshore Foundation 401(k) Plan held $4.1M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Cathy Miller signed Lakeshore Foundation's 2024 Form 5500 as plan administrator.

Cathy Miller — 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

Lakeshore Foundation's EIN is 63-0288847.

EIN 63-0288847

Plan number 001

Plan year 2024

ACK ID 20251008103007NAL0003195587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lakeshore Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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