Plan Ledger DOL Form 5500 · updated monthly

Lakeview Healthcare System, LLC401(k)

LAKEVIEW HEALTHCARE SYSTEM, LLC 401(K) PLAN · LEESBURG, FL · plan year 2022

Reported admin expense ratio · 2022
0.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Lakeview Healthcare System, LLC reported $20,582 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,822nd-largest of 3,644 plans among Florida employers on file, and the 5,830th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$9,618,688
Participants with balances151
Active participants180
Employer contributions$0
Employee contributions$257,760
Employer contribution per active participant$0
Average account balance$63,700
Benefits paid to participants$123,044
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,582
Total administrative$20,582
The Lakeview Healthcare System, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Lakeview Healthcare System, LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,582 · 0.19%
Similar plansHealth Care & Social Assistance · Florida
Fyzical, LLC FL$9.7M · 0.76%
Combined Resources, LLC FL$9.6M · 0.07%
Emed LLC FL$9.6M · 0.23%
Children First, Inc. FL$9.5M · 0.29%
Family First Homecare FL$9.5M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593725900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.