Kerr Lakeside INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kerr Lakeside INC.
  • Sponsor EIN: 340688717
  • Sponsor Address: 26841 TUNGSTEN RD, CLEVELAND, OH, 441322934
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 61
  • Total Assets: $2.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202561$2.0M$0$0
202449$1.4M$184,587$100,691
202348$296,879$46,780$36,838
202248$181,701$39,219$24,686

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