Plan Snapshot
- Plan Sponsor: Lakeview Health Services, INC.
- Sponsor EIN: 222215112
- Sponsor Address: 600 WEST WASHINGTON STREET, GENEVA, NY, 14456
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $5.5M
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 | 133 | $5.5M | $227,947 | $402,644 |
| 2023 | 136 | $4.9M | $213,486 | $376,669 |
| 2022 | 135 | $3.8M | $183,317 | $331,706 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 | $6,049 | — | $6,049 | — | — |
| 2023 | $3,690 | — | $3,690 | — | — |
| 2022 | $5,055 | — | $5,055 | — | — |