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Original filing (PDF)20251015100758NAL0005754832001
LAKESIDE MANUFACTURING, INC
Form 5500
FILING_RECEIVED
LAKESIDE MANUFACTURING, INC. EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~11008 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$107K
Net assets (EOY)
$107K
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT II (no filing on disk)]" is 100% of plan.
- 11008 bps in Schedule C fees — 6867% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKESIDE MANUFACTURING, INC.
Plan sponsor
Name
LAKESIDE MANUFACTURING, INC
EIN
39-0861074
Address
4900 WEST ELECTRIC AVENUE · WEST MILWAUKEE, WI · 53219
Phone
(414) 902-6400
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1H · PBGC-terminated and closed out
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $84K | — |
| MICHAEL BEST & FREIDRICH, LLP | 39-0934985 | — | NONE | $33K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $0 | — |
Investments
1 pooled fund· $107K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $107K | 100.0% |