How big is Lakeview Lending LLC's plan?

Lakeview Lending LLC's plan reported $50K in assets and 20 participants for 2024.

Original filing (PDF)20250610162957NAL0014969793001

Lakeview Lending LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Lakeview Lending LLC held $50K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

Nick Rice signed Lakeview Lending LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Lending LLC's EIN is 88-2001124.

EIN 88-2001124

Plan number 001

Plan year 2024

ACK ID 20250610162957NAL0014969793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LAKEVIEW LENDING LLC

EIN

all filings

Address

3290 W BIG BEAVER RD · STE 500 · TROY, MI · 48084

Phone

(248) 940-7700

Industry

Finance & Insurance

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

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Reliable Payments

Reliable Payments 401(k) Plan

$50K · 18 participants

Mediafy, Inc.

Mediafy, Inc. 401(k) Plan

$50K · 5 participants

Modern Mortgage Financial LLC

$51K · 46 participants

Cascara Capital LLC

Cascara Capital 401(k) Plan

$49K · 5 participants

Bighorn Capital Servicing, Inc.

Bighorn Capital Servicing, Inc. 401(k) Plan

$52K · 13 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.