Plan Snapshot
- Plan Sponsor: Lakeside Industries INC.
- Sponsor EIN: 910751657
- Sponsor Address: 6505 226TH PLACE SE, ISSAQUAH, WA, 98027
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $72.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 175 | $72.3M | $3.1M | $1.9M |
| 2023 | 174 | $89.2M | $2.8M | $1.7M |
| 2022 | 162 | $79.3M | $2.6M | $1.5M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $35,500 | $35,500 | — | — | — |
| 2023 | $27,286 | $27,286 | — | — | — |
| 2022 | $100,536 | $92,850 | $7,686 | — | — |