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  1. Companies/
  2. Lakeshore Securities, L.P.

Filings through Oct 24, 2026.

Lakeshore Securities, L.P.

EIN 36-3160039-financial services-Latest filing 2025
Plans
1
Retirement
1
$23.4M assets
Health & Benefits
0
Participants
45
401 S. LASALLE STREET, SUITE 1000 - CHICAGO, IL 60605312-663-1307lakeshoresecurities.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$23.4M - 45 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

LAKESHORE SECURITIES, L.P. PROFIT SHARING PLAN AND TRUST

401(k)

Assets$23.4M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002LAKESHORE SECURITIES, L.P. PROFIT SHARING PLAN AND TRUST401(k)$23.4M452025
  • LAKESHORE SECURITIES, L.P. PROFIT SHARING PLAN AND TRUST$23.4M
    #002 · 401(k) · 202545
Retirement plans
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