Plan Snapshot
- Plan Sponsor: Lakeshore Employment INC
- Sponsor EIN: 364233394
- Sponsor Address: 8800 N. BRONX AVE., SUITE 200, SKOKIE, IL, 600771804
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $5.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 431 | $5.2M | $378,600 | $756,467 |
| 2023 | 312 | $4.1M | $298,938 | $601,426 |
| 2022 | 279 | $3.2M | $216,997 | $488,317 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLENLLP — 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 | $60,252 | — | $60,252 | — | — |
| 2023 | $47,139 | — | $47,139 | — | — |
| 2022 | $40,486 | — | $40,486 | — | — |