# First Bank Of The Lake 401(k) Plan
Source: https://planprovider.pro/companies/first-bank-of-the-lake-401k-plan

> First Bank Of The Lake's 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Bank Of The Lake

- **Sponsor EIN:** 431397506

- **Sponsor Address:** 4558 OSAGE BEACH PARKWAY, SUITE 100, OSAGE BEACH, MO, 65065

- **Plan Type:** 401(k)

- **Total Participants:** 257

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|257|$9.9M|$986,173|$2.0M|

| 2023|179|$6.0M|$732,383|$1.5M|

| 2022|174|$3.7M|$503,306|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILLIAMS-KEEPERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIAMS-KEEPERS LLC](https://planprovider.pro/provider/williams-keepers-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$55,675|$32,761|$22,914|—|—|

| 2023|$37,598|$19,285|$18,313|—|—|

| 2022|$4,003|—|$4,003|—|—|

## Similar Plans

- [Midwest Bankcentre](https://planprovider.pro/companies/midwest-bankcentre-401k-plan) — 265 participants

- [North American Savings Bank, F.S.B.](https://planprovider.pro/companies/north-american-savings-bank-f-s-b-401k-plan) — 247 participants

- [Btc Bank](https://planprovider.pro/companies/btc-bank-plan-002) — 238 participants

- [Hawthorn Bancshares, INC.](https://planprovider.pro/companies/hawthorn-bancshares-inc-401k-plan) — 225 participants

- [Midwest Bancorporation, INC](https://planprovider.pro/companies/midwest-bancorporation-inc-plan) — 217 participants

- [Old Missouri Bank](https://planprovider.pro/companies/old-missouri-bank-plan-001) — 210 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-bank-of-the-lake-401k-plan)

© 2026 PlanProvider.Pro