OpenERISA

Lake Street Advisors Group, LLC

Portsmouth, NH, 03801

EIN 82-0706296
Plans
1
Total participants
189
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Lake Street Advisors Group, LLC 401(K) Plan41
2024Form 5500-SF001Lake Street Advisors Group, LLC 401(K) Plan0
2023Form 5500-SF001Lake Street Advisors Group, LLC 401(K) Plan42
2022Form 5500-SF001Lake Street Advisors Group, LLC 401(K) Plan39
2021Form 5500-SF001Lake Street Advisors Group, LLC 401(K) Plan35
2020Form 5500-SF001Lake Street Advisors, LLC 401(K) Plan32

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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