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LAKESHORE GROUP WEALTH MANAGEMENT

EIN 82-3678981-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$360K assets
Welfare
0
Participants
7
3601 MINNESOTA DRIVE, SUITE 550 - BLOOMINGTON, MN 55435612-280-1911
Plans on this EIN
1 filing
#001401k-$360K - 7 part

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Retirement#001

LAKESHORE GROUP WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$360K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKESHORE GROUP WEALTH MANAGEMENT 401(K) PLAN401k$360K72025
Retirement plans
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