Plan Snapshot
- Plan Sponsor: Lakota Corp.
- Sponsor EIN: 202970922
- Sponsor Address: 807 LAKOTA LANE, BRISTOL, IN, 46507
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $4.7M
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 | 344 | $4.7M | $0 | $538,936 |
| 2023 | 350 | $4.0M | $0 | $588,154 |
| 2022 | 357 | $3.5M | $0 | $689,631 |
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 |
|---|---|---|---|---|
| UNITED OF OMAHA | INVESTMENT COMPANY | $7,901 | — | $7,901 |
| SIGMA FINANCIAL CORP | NONE | $6,894 | — | $6,894 |
| ASCENSUS LLC | NONE | $6,148 | — | $6,148 |
| KRUGGEL, LAWTON & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL, LAWTON & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,943
- Estimated Expense Ratio: 0.445% 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 | $21,299 | $7,250 | $14,049 | — | — |
| 2023 | $16,856 | — | $16,856 | — | — |
| 2022 | $14,627 | — | $14,627 | — | — |