# Lakeview Neurorehab Center Midwest, INC. D/B/A Lakeview Specialty 401(k) Plan
Source: https://planprovider.pro/companies/lakeview-neurorehab-center-midwest-inc-d-b-a-lakeview-specialty-401k-plan

> Lakeview Neurorehab Center Midwest, INC. D/B/A Lakeview Specialty's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lakeview-neurorehab-center-midwest-inc-d-b-a-lakeview-specialty-401k-plan)

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