Plan Snapshot
- Plan Sponsor: Lake Regional Health System
- Sponsor EIN: 237339737
- Sponsor Address: 54 HOSPITAL DR, OSAGE BEACH, MO, 650653050
- Plan Type: 401(k)
- Total Participants: 1,452
- Total Assets: $116.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,452 | $116.8M | $2.9M | $6.4M |
| 2023 | 1,425 | $103.3M | $2.7M | $5.9M |
| 2022 | 1,399 | $85.6M | $10,037 | $5.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $242,276 | $93,678 | $148,598 | — | — |
| 2023 | $226,108 | $83,199 | $142,909 | — | — |
| 2022 | $225,982 | $84,663 | $141,319 | — | — |