# Lakeview Farms Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lakeview-farms-holdings-inc-401k-plan

> Lakeview Farms Holdings, INC.'s 401(k) plan: 914 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakeview Farms Holdings, INC.

- **Sponsor EIN:** 452870019

- **Sponsor Address:** PO BOX 98, DELPHOS, OH, 45833

- **Plan Type:** 401(k)

- **Total Participants:** 914

- **Total Assets:** $26.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|914|$26.9M|$1.2M|$2.4M|

| 2023|666|$23.8M|$966,796|$1.9M|

| 2022|586|$21.3M|$879,087|$1.8M|

## 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|

| ALLIANCE PENSION CONSULTANTS, LLC|RECORDKEEPER|$80,000|—|$80,000|

| OAKSTREET WEALTH MANAGEMENT|INVESTMENT ADVISOR|$20,000|—|$20,000|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|—|$7,804|$7,804|

| FREED MAXICK CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,804

- **Estimated Expense Ratio:** 0.400% 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|$100,000|$20,000|—|—|—|

| 2023|$70,792|$20,000|—|—|—|

| 2022|$84,502|$21,936|—|—|$62,561|

## Similar Plans

- [Graeter'S Manufacturing Co.](https://planprovider.pro/companies/graeter-s-manufacturing-co-401k-plan) — 613 participants

- [Smithfoods INC.](https://planprovider.pro/companies/smithfoods-inc-401k-plan) — 437 participants

- [Biery Cheese Company](https://planprovider.pro/companies/biery-cheese-company-401k-plan) — 389 participants

- [Great Lakes Cheese Co](https://planprovider.pro/companies/great-lakes-cheese-co-plan) — 3,624 participants

- [Great Lakes Cheese Co., INC.](https://planprovider.pro/companies/great-lakes-cheese-co-inc-plan-003) — 4,370 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lakeview-farms-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro