# Lakeview Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lakeview-health-services-inc-401k-plan

> Lakeview Health Services, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bonadio-and-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|—|—|

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