Plan Snapshot
- Plan Sponsor: Lakeside Bottling Company
- Sponsor EIN: 390417440
- Sponsor Address: 1515 STEDMAN WAY, SHEBOYGAN FALLS, WI, 53085
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $8.6M
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 | 68 | $8.6M | $192,327 | $313,972 |
| 2023 | 64 | $7.6M | $173,373 | $288,989 |
| 2022 | 52 | $6.9M | $176,587 | $256,972 |