Plan Snapshot
- Plan Sponsor: Lakeland Immediate Care Center,
- Sponsor EIN: 383082107
- Sponsor Address: 261 M-62, CASSOPOLIS, MI, 490311034
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $4.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $4.8M | $333,822 | $662,039 |
| 2023 | 114 | $3.9M | $295,206 | $565,784 |
| 2022 | 116 | $3.0M | $283,245 | $532,022 |
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 |
|---|---|---|---|---|
| YEO & YEO, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, PC — 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 | $36,411 | $11,450 | $24,961 | — | — |
| 2023 | $46,009 | — | $46,009 | — | — |
| 2022 | $37,532 | — | — | — | — |