· 2022–2024 · DOL EFAST2

LAKE COUNTY COUNCIL ON AGING — LAKE COUNTY COUNCIL ON AGING EMPLOYEE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251001132137NAL0031703330001

LAKE COUNTY COUNCIL ON AGING

Form 5500-SF

FILING_RECEIVED

LAKE COUNTY COUNCIL ON AGING EMPLOYEE SAVINGS PLAN

403(b) retirement plan

Active participants

33

Accounts w/ balance

21

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

56

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE COUNTY COUNCIL ON AGING.

Plan sponsor

Name

LAKE COUNTY COUNCIL ON AGING

EIN

23-7266637

Address

8520 EAST AVENUE · MENTOR, OH · 44060

Phone

(440) 205-8111

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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