# Lakeside International Trucks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lakeside-international-trucks-inc-401k-plan

> Lakeside International Trucks, INC.'s 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|—|—|—|

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