# Lakeview Clinic, Ltd DC Plan
Source: https://planprovider.pro/companies/lakeview-clinic-ltd-plan-001

> Lakeview Clinic, Ltd's DC plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeview Clinic, Ltd

- **Sponsor EIN:** 411340895

- **Sponsor Address:** 424 STATE HWY 5 WEST, WACONIA, MN, 55387

- **Plan Type:** DC

- **Total Participants:** 193

- **Total Assets:** $104.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|193|$104.5M|$2.5M|$1.6M|

| 2023|172|$106.2M|$2.0M|$1.4M|

| 2022|166|$101.2M|$2.0M|$1.3M|

## 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|

| COMPASS CAPITAL MANAGEMENT INC.|NONE|$230,574|—|$230,574|

| ONEAMERICA RETIREMENT SERVICES, LLC|NONE|$21,397|—|$21,397|

| THE AMERICAN AUDITORS GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE AMERICAN AUDITORS GROUP, LLC](https://planprovider.pro/provider/the-american-auditors-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $251,971

- **Estimated Expense Ratio:** 0.241% 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|$251,971|$230,574|—|—|—|

| 2023|$307,339|$283,047|—|—|—|

| 2022|$317,178|$289,515|—|—|$27,663|

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