# Lakewood Resource And Referral Center 403(b) Plan
Source: https://planprovider.pro/companies/lakewood-resource-and-referral-center-403b-plan

> Lakewood Resource And Referral Center's 403(b) plan: 430 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lakewood Resource And Referral Center

- **Sponsor EIN:** 201324142

- **Sponsor Address:** 1771 MADISON AVE, LAKEWOOD, NJ, 08701

- **Plan Type:** 403(b)

- **Total Participants:** 430

- **Total Assets:** $6.7M

## 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|430|$6.7M|$515,921|$1.5M|

| 2023|406|$4.1M|$379,069|$1.2M|

| 2022|356|$1.8M|$262,387|$792,103|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$14,259|—|$14,259|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,259

- **Estimated Expense Ratio:** 0.213% 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|$14,259|—|$14,259|—|—|

| 2023|$14,878|—|$14,878|—|—|

| 2022|$3,481|—|$3,481|—|—|

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