How big is Lakeside Advisors, Inc.'s plan?

Lakeside Advisors, Inc.'s plan reported $3.4M in assets and 3 participants for 2025.

Original filing (PDF)20260219112427NAL0010597602001

Lakeside Advisors, Inc.

Name: Lakeside Advisors, Inc. — Lakeside Advisors, Inc., Form 5500 (2025)
Creator: Lakeside Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeside Advisors, Inc. MPP

Defined-contribution retirement plan · Lakeside Advisors, Inc.'s Lakeside Advisors, Inc. MPP held $3.4M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Lakeside Advisors, Inc.'s EIN is 91-1245537.

EIN 91-1245537

Plan number 003

Plan year 2025

ACK ID 20260219112427NAL0010597602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lakeside Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lakeside Advisors, Inc.'s plan includes money-purchase contributions, 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