# Lakeshore Community Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lakeshore-community-services-inc-251577930-001

> Lakeshore Community Services, INC.'s 403(b) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeshore Community Services, INC.

- **Sponsor EIN:** 251577930

- **Sponsor Address:** 1350 W 26TH ST, ERIE, PA, 165081402

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

- **Plan Number:** 001

- **Total Participants:** 279

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|279|$13.1M|$323,395|$483,002|

| 2023|269|$11.1M|$326,374|$465,015|

| 2022|278|$9.3M|$308,949|$437,610|

## 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|

| THOMAS BEAN/RAYMOND JAMES FINANCIAL|Investment Advisor|$28,382|—|$28,382|

### Verified Provider Profiles

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

- [THOMAS BEAN/RAYMOND JAMES FINANCIAL](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,382

- **Estimated Expense Ratio:** 0.217% 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|$2,140|—|—|—|—|

| 2023|$2,145|—|—|—|—|

| 2022|$1,925|—|—|—|$1,925|

## Similar Plans

- [Merakey Usa](https://planprovider.pro/companies/merakey-usa-403b-plan) — 5,501 participants

- [Inperium, INC.](https://planprovider.pro/companies/inperium-inc-401k-plan) — 4,115 participants

- [Resources For Human Development, INC.](https://planprovider.pro/companies/resources-for-human-development-inc-403b-plan) — 3,383 participants

- [Youth Advocate Programs, INC.](https://planprovider.pro/companies/youth-advocate-programs-inc-plan-001) — 2,968 participants

- [Keystone Human Services](https://planprovider.pro/companies/keystone-human-services-401k-plan) — 2,640 participants

- [Adsc Holdings, INC.](https://planprovider.pro/companies/adsc-holdings-inc-401k-plan) — 1,903 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lakeshore-community-services-inc-251577930-001)

© 2026 PlanProvider.Pro