# The Lakes Community Health Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-lakes-community-health-center-inc-401k-plan

> The Lakes Community Health Center, INC.'s 401(k) plan: 475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lakes Community Health Center, INC.

- **Sponsor EIN:** 352297925

- **Sponsor Address:** 7665 US HIGHWAY 2, IRON RIVER, WI, 54847

- **Plan Type:** 401(k)

- **Total Participants:** 475

- **Total Assets:** $26.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|475|$26.0M|$1.2M|$2.7M|

| 2023|413|$20.0M|$929,003|$2.2M|

| 2022|359|$16.3M|$837,714|$1.9M|

## 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|

| NORTHWESTERN MUTUAL INVESTMENT SERV|BROKER/DEALER|—|$51,747|$51,747|

| TAX SHELTERED COMPENSATION, INC.|THIRD PARTY ADMINISTRATO|—|$10,756|$10,756|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL INVESTMENT SERV](https://planprovider.pro/provider/equitable) — BROKER/DEALER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,503

- **Estimated Expense Ratio:** 0.240% 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|$185,582|—|$184,507|—|—|

| 2023|$151,732|—|—|—|—|

| 2022|$140,631|—|$140,631|—|—|

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