Plan Snapshot
- Plan Sponsor: Lakeside Manufacturing, INC.
- Sponsor EIN: 390861074
- Sponsor Address: 4900 WEST ELECTRIC AVENUE, WEST MILWAUKEE, WI, 53219
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $11.9M
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 | 142 | $11.9M | $280,233 | $753,725 |
| 2023 | 132 | $11.5M | $167,427 | $575,531 |
| 2022 | 111 | $10.4M | $156,464 | $553,210 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — 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 | $38,338 | $14,000 | $24,338 | — | — |
| 2023 | $36,903 | $14,000 | $22,903 | — | — |
| 2022 | $42,920 | $14,000 | $28,920 | — | — |