LAKERIDGE WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

833

Total plan assets

$4.4M

Filings (rows)

Direct comp

$21K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GOODWILL INDUSTRIES OF NEW MEXICO GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN	ALBUQUERQUE, NM	Advisor / Consultant	442	$2.4M	$12K	$0
GOODWILL INDUSTRIES OF NEW MEXICO GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLAN	ALBUQUERQUE, NM	Advisor / Consultant