# Lakeland Christian School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lakeland-christian-school-inc-590730067-001

> Lakeland Christian School, INC.'s 403(b) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeland Christian School, INC.

- **Sponsor EIN:** 590730067

- **Sponsor Address:** 1111 FOREST PARK ST, LAKELAND, FL, 338031832

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 147

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|147|$9.9M|$367,394|$485,806|

| 2023|143|$8.3M|$322,172|$440,552|

| 2022|143|$7.5M|$305,704|$371,790|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$50,345|—|$50,345|

| LPL FINANCIAL LLC|Recordkeeper|—|$17,803|$17,803|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,148

- **Estimated Expense Ratio:** 0.690% 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|$50,346|—|$50,346|—|—|

| 2023|$42,180|—|$42,180|—|—|

| 2022|$38,581|—|$38,581|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lakeland-christian-school-inc-590730067-001)

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