How big is Broeske Asset Management, LLC's plan?

Broeske Asset Management, LLC's plan reported $2.5M in assets and 4 participants for 2024.

Original filing (PDF)20250516104440NAL0031490528001

Broeske Asset Management, LLC

Name: Broeske Asset Management, LLC — Lakeside Wealth, Form 5500 (2024)
Creator: Broeske Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeside Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Broeske Asset Management, LLC's Lakeside Wealth Management, LLC 401(k) Plan held $2.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

PAT Broeske signed Broeske Asset Management, LLC's 2024 Form 5500 as plan administrator.

PAT Broeske — 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

Broeske Asset Management, LLC's EIN is 71-0917861.

EIN 71-0917861

Plan number 001

Plan year 2024

ACK ID 20250516104440NAL0031490528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Broeske Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Broeske Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROESKE ASSET MANAGEMENT, 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

Knocking points off