Plan Snapshot
- Plan Sponsor: Lake Shore Iii Corporation
- Sponsor EIN: 364712785
- Sponsor Address: 220 E. OAK STREET, GLENWOOD CITY, WI, 54013
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 87 | $6.7M | $132,353 | $505,733 |
| 2023 | 84 | $6.0M | $131,008 | $500,250 |
| 2022 | 85 | $4.7M | $112,081 | $398,941 |
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 |
|---|---|---|---|---|
| FIDUCIARY SERVICES GROUP, LLC | RECORDKEEPER | $6,341 | — | $6,341 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDUCIARY SERVICES GROUP, LLC — RECORDKEEPER
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,341
- Estimated Expense Ratio: 0.094% 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 | $6,341 | — | $6,341 | — | — |
| 2023 | $9,222 | — | $9,222 | — | — |
| 2022 | $10,212 | — | $10,212 | — | — |