Plan Snapshot
- Plan Sponsor: Lakeview Village, INC.
- Sponsor EIN: 480689163
- Sponsor Address: 9100 PARK STREET, LENEXA, KS, 66215
- Plan Type: 403(b)
- Total Participants: 588
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 588 | $17.3M | $529,067 | $1.1M |
| 2023 | 568 | $15.2M | $476,747 | $1.0M |
| 2022 | 506 | $12.6M | $491,215 | $1.0M |
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 |
|---|---|---|---|---|
| ACORD COX & SCOTT | Auditor | $8,750 | — | $8,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,750
- Estimated Expense Ratio: 0.051% 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 | $100,668 | $40,963 | — | $8,750 | — |
| 2023 | $87,783 | $33,520 | — | $8,250 | — |
| 2022 | $82,647 | $33,525 | — | — | — |