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  2. LAKESIDE ADVISORS, INC.
Sponsor portfolio

LAKESIDE ADVISORS, INC.

EIN 91-1245537-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
5
1115 EAST DENNY WAY - SEATTLE, WA 98122206-285-1730
Plans on this EIN
2 filings
#003MoneyPurchase-$3.4M - 3 part#004TraditionalDB-$1.4M - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • ADVISORS, INC. MPP (#003)71%
  • DEFINED BENEFIT PLAN (#004)29%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVISORS, INC. MPP (#003)3
  • DEFINED BENEFIT PLAN (#004)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LAKESIDE ADVISORS, INC. MPP

MoneyPurchase

Assets$3.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LAKESIDE ADVISORS, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LAKESIDE ADVISORS, INC. MPPMoneyPurchase$3.4M32025
004LAKESIDE ADVISORS, INC. DEFINED BENEFIT PLANTraditionalDB$1.4M22025
Retirement plans
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