Plan Snapshot
- Plan Sponsor: Lakeshore Legal Aid
- Sponsor EIN: 381850908
- Sponsor Address: 30500 VAN DYKE AVENUE, SUITE 601, WARREN, MI, 48093
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $3.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $3.2M | $211,201 | $594,776 |
| 2023 | 239 | $2.3M | $127,089 | $353,768 |
| 2022 | 228 | $1.6M | $97,824 | $234,983 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — 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 | $4,317 | $4,167 | $150 | — | — |
| 2023 | $1,900 | $1,900 | — | — | — |
| 2022 | $1,810 | $1,810 | — | — | — |