LAKESIDE CAPITAL GROUP MANAGEMENT LLC

Plan Contact

  • Address: 717 W SPRAGUE AVE STE 800,SPOKANE,WA
  • Contact person: JERRY REED
  • Phone: (509) 474-1928

Plan General Information

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of LAKESIDE CAPITAL GROUP MANAGEMENT LLC is $1,569,750.00.This plan was established in 2022.

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in LAKESIDE CAPITAL GROUP MANAGEMENT LLC is 123

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Average Participant Retirement Account Value

In 2021, the average participant retirement account value for LAKESIDE CAPITAL GROUP MANAGEMENT LLC is $12,762.00

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for LAKESIDE CAPITAL GROUP MANAGEMENT LLC is $1,889.00.

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of LAKESIDE CAPITAL GROUP MANAGEMENT LLC is 38.16%.

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for LAKESIDE CAPITAL GROUP MANAGEMENT LLC is 15.34%. This measures the effectiveness of the plan participants' investments in the year.

LAKESIDE CAPITAL GROUP MANAGEMENT LLC Expense Ratio

In 2021, the investment and administrative expense ratio of LAKESIDE CAPITAL GROUP MANAGEMENT LLC is 0.01%.

Enrollment Features

LAKESIDE CAPITAL GROUP MANAGEMENT LLC has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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