Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKEVIEW WEALTH MANAGEMENT
EIN 85-3147601Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$994K assets
Welfare
0
Participants
10
1651 CROSSINGS PARKWAY, SUITE A - WESTLAKE, OH 44145440-484-4064
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $994K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LAKEVIEW WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$660K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAKEVIEW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$334K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAKEVIEW WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $660K | 5 | 2025 | |
| 001 | LAKEVIEW WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $334K | 5 | 2024 |
Retirement plans