# Lakeland Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lakeland-care-inc-401k-plan

> Lakeland Care, INC.'s 401(k) plan: 534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeland Care, INC.

- **Sponsor EIN:** 813724993

- **Sponsor Address:** N6654 ROLLING MEADOWS DRIVE, FOND DU LAC, WI, 54937

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

- **Total Participants:** 534

- **Total Assets:** $29.4M

## 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:** Yes

## Plan Financials by Year

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

| 2024|534|$29.4M|$1.1M|$2.9M|

| 2023|554|$24.2M|$1.8M|$2.7M|

| 2022|502|$18.0M|$1.0M|$2.5M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$69,920|—|$69,920|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,920

- **Estimated Expense Ratio:** 0.238% 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|$9,374|—|$9,374|—|—|

| 2023|$27,845|—|$27,845|—|—|

| 2022|$27,910|—|$27,910|—|—|

## Similar Plans

- [Vivent Health](https://planprovider.pro/companies/vivent-health-401k-plan) — 544 participants

- [Professional Services Group, INC.](https://planprovider.pro/companies/professional-services-group-inc-401k-plan) — 402 participants

- [Family Services Of Northeast Wisconsin, Incorporated](https://planprovider.pro/companies/family-services-of-northeast-wiscon-sin-incorporated-plan) — 353 participants

- [Wellpoint Care Network](https://planprovider.pro/companies/wellpoint-care-network-plan-001) — 324 participants

- [Milwaukee Center For Independence, INC.](https://planprovider.pro/companies/milwaukee-center-for-independence-inc-401k-plan) — 761 participants

- [My Choice Wisconsin, INC.](https://planprovider.pro/companies/my-choice-wisconsin-inc-401k-plan) — 1,006 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lakeland-care-inc-401k-plan)

© 2026 PlanProvider.Pro