Plan Snapshot
- Plan Sponsor: Lakeside Software, LLC
- Sponsor EIN: 383374036
- Sponsor Address: 2 OLIVER STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $13.1M
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 | 131 | $13.1M | $267,780 | $1.7M |
| 2023 | 165 | $9.8M | $328,857 | $1.9M |
| 2022 | 158 | $6.2M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $21,276 | — | $21,276 |
| TWELVE POINTS WEALTH MANAGEMENT LLC | Investment Advisor | $13,683 | — | $13,683 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $9,938 | — | $9,938 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,897
- Estimated Expense Ratio: 0.342% 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 | $47,729 | $26,453 | — | — | — |
| 2023 | $30,573 | $15,844 | — | — | — |
| 2022 | $9,691 | $6 | — | — | — |