How big is Lake & Denison LLC's plan?

Lake & Denison LLC's plan reported $4.9M in assets and 6 participants for 2024.

Original filing (PDF)20250728083033NAL0000727315001

Lake & Denison LLC

Name: Lake & Denison LLC — Lake & Denison LLC 401(k), Form 5500 (2024)
Creator: Lake & Denison LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake & Denison LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lake & Denison LLC's Lake & Denison LLC 401(k) Profit Sharing Plan held $4.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Wendy HOWE signed Lake & Denison LLC's 2024 Form 5500 as plan administrator.

Wendy HOWE — Plan Administrator — Form 5500 signer
Mary A. Denison — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lake & Denison LLC's EIN is 84-3935813.

EIN 84-3935813

Plan number 001

Plan year 2024

ACK ID 20250728083033NAL0000727315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lake & Denison LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

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