Plan Ledger DOL Form 5500 · updated monthly

Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty401(k)

LAKEVIEW NEURO-REHABILITATION CENTER, INC. 401(K) SALARY REDUCTION PLAN AND TRUST · WATERFORD, WI · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty reported $44,183 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $428 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,419th of 1,936), and 6,471st of 11,911 in health care & social assistance. In 2024, employees put in $4.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,963,300
Participants with balances268
Active participants143
Employer contributions$61,187
Employee contributions$267,973
Employer contribution per active participant$428
Average account balance$29,714
Benefits paid to participants$603,657
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 268 accts · $61K emplr
2023$7.3M · 278 accts · $83K emplr
2022$6.4M · 282 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,206
Investment management$2,977
Total administrative$44,183
The Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty 401(k) match · 2024
Employer contribution per active participant$428
Median for plans this size$1,313
2024$428 per active participant
2023$597 per active participant
2022$566 per active participant

Lakeview Neurorehab Center Midwest, Inc. D/B/A Lakeview Specialty's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$41,206

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$44,183 · 0.58%
2023$38,585 · 0.56%
2022$39,839 · 0.56%
Similar plansHealth Care & Social Assistance · Wisconsin
Clinicare Corporation WI$8.5M · 0.76%
Attic Angel Association WI$8.5M · 0.83%
Hunger Task Force, Inc. WI$8.3M · 0.11%
Family Health/La Clinica WI$7.7M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364037237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.