Original filing (PDF)20250826091326NAL0008577377001

LAKEWOOD FAMILY MEDICINE, PLC

Name: LAKEWOOD FAMILY MEDICINE, PLC — LAKEWOOD FAMILY MEDICINE, PLC 401(K) PLAN, Form 5500 (2024)
Creator: LAKEWOOD FAMILY MEDICINE, PLC

Form 5500-SF

FILING_RECEIVED

LAKEWOOD FAMILY MEDICINE, PLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th 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 LAKEWOOD FAMILY MEDICINE, PLC.

Plan sponsor

Name

LAKEWOOD FAMILY MEDICINE, PLC

EIN

38-2314636

Address

382 N. 120TH AVE · HOLLAND, MI · 49424

Phone

(616) 796-3424

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

RADIOLOGISTS ASSOCIATED IN DULUTH, LTD

RADIOLOGISTS ASSOCIATED IN DULUTH, LTD 401(K) PROFIT SHARING PLAN

$14.2M · 9 participants

ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C.

ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. PROFIT SHARING 401(K) PLAN

$14.2M · 300 participants

POCATELLO CHILDREN AND ADOLESCENT CLINIC P.A.

POCATELLO CHILDREN AND ADOLESCENT CLINIC 401K PLAN

$14.2M · 34 participants

CENTRAL NEW JERSEY HAND SURGERY, LLC

CENTRAL NEW JERSEY HAND SURGERY, LLC 401(K) PLAN

$14.2M · 23 participants