Plan Snapshot
- Plan Sponsor: Lakeshore Foods Corporation
- Sponsor EIN: 351308171
- Sponsor Address: 100 COMMERCE SQUARE, MICHIGAN CITY, IN, 46360
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 155 | $5.2M | $45,827 | $348,644 |
| 2023 | 160 | $5.5M | $38,826 | $344,481 |
| 2022 | 145 | $5.1M | $33,485 | $304,393 |
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 |
|---|---|---|---|---|
| DULIN, WARD & DEWALD, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN, WARD & DEWALD, INC — 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 | $17,470 | $67 | $16,553 | — | — |
| 2023 | $17,891 | $25 | $16,466 | — | — |
| 2022 | $12,702 | — | $12,702 | — | — |