How big is Lakeshore Group Wealth Management's plan?

Lakeshore Group Wealth Management's plan reported $209K in assets and 6 participants for 2024.

Original filing (PDF)20250717111922NAL0000169329001

Lakeshore Group Wealth Management

Name: Lakeshore Group Wealth Management — Lakeshore Group, Form 5500 (2024)
Creator: Lakeshore Group Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeshore Group Wealth Management 401(k) Plan

401(k) retirement plan · Lakeshore Group Wealth Management's Lakeshore Group Wealth Management 401(k) Plan held $209K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$209K

Net assets (EOY)

$209K

Plan identifiers

Lakeshore Group Wealth Management's EIN is 82-3678981.

EIN 82-3678981

Plan number 001

Plan year 2024

ACK ID 20250717111922NAL0000169329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lakeshore Group Wealth Management'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 LAKESHORE GROUP WEALTH MANAGEMENT.

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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