Plan Snapshot
- Plan Sponsor: Lakeview Neurorehab Center Midwest, INC. D/B/A Lakeview Specialty
- Sponsor EIN: 364037237
- Sponsor Address: 1701 SHARP RD, WATERFORD, WI, 531855214
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $8.0M
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 | 143 | $8.0M | $61,187 | $267,973 |
| 2023 | 139 | $7.3M | $83,026 | $305,547 |
| 2022 | 143 | $6.4M | $80,936 | $303,870 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $44,183 | $2,977 | $41,206 | — | — |
| 2023 | $38,585 | — | $38,585 | — | — |
| 2022 | $39,839 | $2,376 | $37,463 | — | — |