# Lakemary Center, INC Retirement Plan 401(k) Plan
Source: https://planprovider.pro/companies/lakemary-center-inc-401k-plan

> Lakemary Center, INC Retirement Plan's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakemary Center, INC Retirement Plan

- **Sponsor EIN:** 480732570

- **Sponsor Address:** 100 LAKEMARY DR, PAOLA, KS, 660711855

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

- **Total Participants:** 142

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|142|$11.9M|$335,661|$411,875|

| 2023|137|$10.5M|$70,132|$368,156|

| 2022|143|$9.6M|$351,182|$415,817|

## 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|

| RUBINBROWN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — 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|$1,139|—|$1,139|—|—|

| 2023|$1,670|—|$1,670|—|—|

| 2022|$2,111|—|$2,111|—|—|

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