Lakeland University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lakeland University
  • Sponsor EIN: 390821861
  • Sponsor Address: W3718 SOUTH DRIVE, PLYMOUTH, WI, 530734878
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 323
  • Total Assets: $55.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023323$55.0M$162,505$583,396
2022315$50.3M$168,709$636,713

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