# Lake County Tribal Health Cons 401(k) Plan
Source: https://planprovider.pro/companies/lake-county-tribal-health-consortium-inc-401k-plan

> Lake County Tribal Health Cons's 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|

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