# Lake Shore Iii Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lake-shore-iii-corporation-401k-plan

> Lake Shore Iii Corporation's 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pcs-retirement-llc) — RECORDKEEPER

- [WIPFLI LLP](https://planprovider.pro/provider/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|—|—|

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