Plan Ledger DOL Form 5500 · updated monthly

Lake Doctors Inc.401(k)

LAKE DOCTORS INC. 401(K) PROFIT SHARING PLAN & TRUST · NEW SMYRNA BEACH, FL · plan year 2021

Reported admin expense ratio · 2021
0.30%

Lake Doctors Inc. reported $13,679 in plan administrative expenses for 2021: 0.30% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,644th of 3,644), and 11,654th of 11,654 in professional & technical services. In 2021, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24
Participants with balances0
Active participants0
Employer contributions$17,191
Employee contributions$45,848
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$18,516
Plan auditUnmodified (clean) audit opinion
AuditorBERMAN HOPKINS WRIGHT & LAHAM, CPAS
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$13,679
Total administrative$13,679
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2021$13,679 · 0.30%
Similar plansProfessional & Technical Services · Florida
Manmar Entertainment LLC FL$93K · 0.86%
Ami Locals LLC FL$28K · 3.24%
Brighttalk Inc. MA$115 · 0.19%
Feather Home Inc. NY$44 · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591886601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.