· 2022–2024 · DOL EFAST2

LAKEVIEW WEALTH STRATEGIES, LLC — LAKEVIEW WEALTH STRATEGIES 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251013111556NAL0000526115001

LAKEVIEW WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

LAKEVIEW WEALTH STRATEGIES 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKEVIEW WEALTH STRATEGIES, LLC.

Plan sponsor

Name

LAKEVIEW WEALTH STRATEGIES, LLC

EIN

84-4825783

Address

155 S. EXECUTIVE DRIVE #202 · BROOKFIELD, WI · 53005

Phone

(414) 369-3600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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