# Lakeshore Recycling Systems 401(k) Plan
Source: https://planprovider.pro/companies/lakeshore-recycling-systems-401k-plan

> Lakeshore Recycling Systems's 401(k) plan: 1,257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeshore Recycling Systems

- **Sponsor EIN:** 900905125

- **Sponsor Address:** 5500 PEARL STREET, ROSEMONT, IL, 60018

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

- **Total Participants:** 1,257

- **Total Assets:** $28.2M

## 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|1,257|$28.2M|$2.8M|$4.1M|

| 2023|1,688|$22.1M|$2.9M|$4.3M|

| 2022|1,662|$12.1M|$1.4M|$2.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$102,318|—|$102,318|

| STRATEGIC ADVISORS, INC.|ADVISOR|$26,157|—|$26,157|

| THE VANDERBLOEMEN GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,475

- **Estimated Expense Ratio:** 0.456% 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|$193,906|$26,157|—|—|—|

| 2023|$64,503|$12,722|—|—|—|

| 2022|$37,633|$9,163|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lakeshore-recycling-systems-401k-plan)

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