# Lakeshore Learning Materials, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lakeshore-learning-materials-llc-401k-plan

> Lakeshore Learning Materials, LLC's 401(k) plan: 4,674 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeshore Learning Materials, LLC

- **Sponsor EIN:** 941525814

- **Sponsor Address:** 2695 E. DOMINGUEZ STREET, CARSON, CA, 908951000

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

- **Total Participants:** 4,674

- **Total Assets:** $199.6M

## 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|4,674|$199.6M|$5.5M|$12.0M|

| 2023|3,689|$162.8M|$4.6M|$10.5M|

| 2022|3,258|$126.5M|$4.1M|$9.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$158,327|—|$158,327|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISORY|$59,924|$16,898|$76,822|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT|$22,043|—|$22,043|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $257,192

- **Estimated Expense Ratio:** 0.129% 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|$240,294|$69,078|$158,328|$12,888|—|

| 2023|$225,339|$59,955|$151,537|$13,847|—|

| 2022|$204,152|$59,965|$132,187|—|$12,000|

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