# Lakeshore Legal Aid 401(k) Plan
Source: https://planprovider.pro/companies/lakeshore-legal-aid-401k-plan

> Lakeshore Legal Aid's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/yeo-and-yeo-pc) — 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|—|—|—|

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