Plan Snapshot
- Plan Sponsor: Lakeview Christian Home Of The
- Sponsor EIN: 850160614
- Sponsor Address: 1905 W PIERCE ST, CARLSBAD, NM, 88220
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $2.8M | $0 | $0 |
| 2023 | 136 | $2.7M | $0 | $0 |
| 2022 | 166 | $2.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| DAVID FRITSCHY, CPA, LLC. | Auditor | — | — | $0 |
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 | $1,086 | — | — | — | — |
| 2023 | $556 | — | — | — | — |
| 2022 | $757 | — | — | — | — |