Plan Snapshot
- Plan Sponsor: Lakeside International Trucks, INC.
- Sponsor EIN: 391487198
- Sponsor Address: 11000 WEST SILVER SPRING ROAD, MILWAUKEE, WI, 53225
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $27.2M
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 | 326 | $27.2M | $951,858 | $2.1M |
| 2023 | 328 | $25.9M | $913,466 | $2.0M |
| 2022 | 326 | $19.9M | $830,210 | $1.8M |
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 |
|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS | NONE | $77,956 | — | $77,956 |
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $58,275 | — | $58,275 |
| VRAKAS CPAS + ADVISOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS CPAS + ADVISOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,231
- Estimated Expense Ratio: 0.501% 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 | $136,231 | $122,875 | — | — | — |
| 2023 | $105,212 | $93,336 | — | — | — |
| 2022 | $95,327 | $86,023 | — | — | — |