# Lake Company Of Wisconsin, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lake-company-of-wisconsin-inc-401k-plan

> Lake Company Of Wisconsin, INC.'s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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