# The Lakes Region Mental Health Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-lakes-region-mental-health-center-inc-403b-plan

> The Lakes Region Mental Health Center, INC.'s 403(b) plan: 179 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 Region Mental Health Center, INC.

- **Sponsor EIN:** 020272138

- **Sponsor Address:** 40 BEACON STREET EAST, LACONIA, NH, 03246

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

- **Total Participants:** 179

- **Total Assets:** $9.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|179|$9.7M|$221,687|$649,207|

| 2023|177|$9.8M|$189,172|$580,927|

| 2022|184|$8.2M|$143,691|$488,588|

## 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|

| KITTELL BRANAGAN & SARGENT CPS|Auditor|—|—|$0|

## 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|$36,933|—|$36,933|—|—|

| 2023|$29,445|—|$29,445|—|—|

| 2022|$51,655|—|$51,655|—|—|

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