Plan Snapshot
- Plan Sponsor: Lakeview Center, INC.
- Sponsor EIN: 590737872
- Sponsor Address: 1221 WEST LAKEVIEW AVENUE, PENSACOLA, FL, 32501
- Plan Type: 403(b)
- Total Participants: 2,591
- Total Assets: $116.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 2,591 | $116.7M | $5.8M | $4.9M |
| 2023 | 2,580 | $100.9M | $5.3M | $4.7M |
| 2022 | 2,413 | $84.7M | $5.0M | $5.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $323,915 | $121,456 | $12,706 | — | — |
| 2023 | $292,125 | $87,819 | $10,402 | — | — |
| 2022 | $321,423 | — | — | — | — |