How big is Lake Road Advisors LLC's plan?

Lake Road Advisors LLC's plan reported $313K in assets and 2 participants for 2024.

Original filing (PDF)20251009160333NAL0011835344001

Lake Road Advisors LLC

Name: Lake Road Advisors LLC — Lake Road Advisors LLC, Form 5500 (2024)
Creator: Lake Road Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Road Advisors LLC 401(k) Plan

401(k) retirement plan · Lake Road Advisors LLC's Lake Road Advisors LLC 401(k) Plan held $313K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

People on this filing

Richard Tatum signed Lake Road Advisors LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Road Advisors LLC's EIN is 81-1333283.

EIN 81-1333283

Plan number 001

Plan year 2024

ACK ID 20251009160333NAL0011835344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Road 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 LAKE ROAD ADVISORS LLC.

Finding similar companies…

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