Plan Snapshot
- Plan Sponsor: Lake Geneva Oral &
- Sponsor EIN: 391142906
- Sponsor Address: 312 CENTER STREET, LAKE GENEVA, WI, 53147
- Plan Type: DC
- 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. |
|---|
| 2025 | 37 | $31.2M | $268,964 | $231,619 |
| 2024 | 37 | $31.2M | $268,964 | $231,619 |
| 2023 | 39 | $27.9M | $270,997 | $207,847 |
| 2022 | 42 | $25.1M | $303,148 | $223,983 |