# Lake Geneva Oral & 401(k) Plan
Source: https://planprovider.pro/companies/lake-geneva-oral-391142906-007

> Lake Geneva Oral &'s 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lake Geneva Oral &

- **Sponsor EIN:** 391142906

- **Sponsor Address:** 312 CENTER STREET, LAKE GENEVA, WI, 53147

- **Plan Type:** 401(k)

- **Plan Number:** 007

- **Total Participants:** 37

- **Total Assets:** $31.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|37|$31.2M|$268,964|$231,619|

| 2023|39|$27.9M|$270,997|$207,847|

| 2022|42|$25.1M|$303,148|$223,983|

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