How big is Lakeshore Consultants, LLC's plan?

Lakeshore Consultants, LLC's plan reported $810K in assets and 2 participants for 2025.

Original filing (PDF)20260401220148NAL0001852448073

Lakeshore Consultants, LLC

Name: Lakeshore Consultants, LLC — Lakeshore Consultants, Form 5500 (2025)
Creator: Lakeshore Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeshore Consultants 401(k) Plan

401(k) retirement plan · Lakeshore Consultants, LLC's Lakeshore Consultants 401(k) Plan held $810K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

Plan identifiers

Lakeshore Consultants, LLC's EIN is 81-2928226.

EIN 81-2928226

Plan number 001

Plan year 2025

ACK ID 20260401220148NAL0001852448073

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lakeshore Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

LAKESHORE CONSULTANTS, LLC

EIN

all filings

Address

25050 RIDING PLZ · STE 130806 · SOUTH RIDING, VA · 20152

Phone

(703) 755-0425

Industry

Professional & Technical Services

Plan administrator