Plan Snapshot
- Plan Sponsor: Lakewinds Natural Foods
- Sponsor EIN: 411443915
- Sponsor Address: 6321 BURY DRIVE SUITE 21, EDEN PRAIRIE, MN, 553461739
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $7.7M
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 | 298 | $7.7M | $201,104 | $571,383 |
| 2023 | 257 | $7.0M | $190,170 | $522,787 |
| 2022 | 245 | $5.6M | $171,408 | $497,218 |
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 |
|---|---|---|---|---|
| BGM CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGM CPA LLC — 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 | $36,378 | — | — | — | — |
| 2023 | $22,767 | — | — | — | — |
| 2022 | $26,511 | $26,511 | — | — | — |