Plan Snapshot
- Plan Sponsor: Lake Company Of Wisconsin, INC.
- Sponsor EIN: 391515567
- Sponsor Address: 4100 SOUTH 27TH STREET, MILWAUKEE, WI, 53221
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $10.9M
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 | 142 | $10.9M | $0 | $725,270 |
| 2023 | 131 | $10.3M | $0 | $673,067 |
| 2022 | 124 | $8.8M | $0 | $667,960 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $76,182 | — | $76,182 |
| QBCO ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,182
- Estimated Expense Ratio: 0.697% of plan assets
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 | $4,031 | — | $4,031 | — | — |
| 2023 | $2,122 | — | $2,122 | — | — |
| 2022 | $2,275 | — | $2,275 | — | — |