How big is Lakeview Wealth Management's plan?

Lakeview Wealth Management's plan reported $535K in assets and 5 participants for 2024.

Original filing (PDF)20250825093805NAL0003845171001

Lakeview Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Lakeview Wealth Management Cash Balance Plan

Defined-benefit pension plan · Lakeview Wealth Management's Lakeview Wealth Management Cash Balance Plan held $535K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Anthony Warren signed Lakeview Wealth Management's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Lakeview Wealth Management's EIN is 85-3147601.

EIN 85-3147601

Plan number 002

Plan year 2024

ACK ID 20250825093805NAL0003845171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lakeview Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKEVIEW 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score