Plan Snapshot
- Plan Sponsor: Lake County Tribal Health Cons
- Sponsor EIN: 942847137
- Sponsor Address: 925 BEVINS CT, LAKEPORT, CA, 954539754
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 320 | $10.6M | $486,938 | $1.9M |
| 2023 | 285 | $7.7M | $379,671 | $1.6M |
| 2022 | 249 | $5.2M | $300,765 | $1.2M |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $19,809 | — | $19,809 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,809
- Estimated Expense Ratio: 0.187% 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 | $31,778 | — | $20,924 | — | — |
| 2023 | $42,337 | $25,677 | $15,930 | — | — |
| 2022 | $24,966 | $18,000 | $6,966 | — | — |