Original filing (PDF)20250624114237NAL0004199891001

LAKE REGION HEALTHCARE CORPORATION

Name: LAKE REGION HEALTHCARE CORPORATION — LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN, Form 5500 (2023)
Creator: LAKE REGION HEALTHCARE CORPORATION

Form 5500

FILING_RECEIVED

LAKE REGION HEALTHCARE CORPORATION RETIREMENT PLAN

401(k) retirement plan

Signals · 2

1 failed disclosureLate participant contributions

Active participants

956

Accounts w/ balance

1,169

Plan assets (EOY)

$77.0M

Net assets (EOY)

$77.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Bottom-decile employer contributions per participant (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE REGION HEALTHCARE CORPORATION.

Plan sponsor

Name

LAKE REGION HEALTHCARE CORPORATION

EIN

41-0730602

Address

712 S. CASCADE STREET · FERGUS FALLS, MN · 56537

Phone

(218) 736-8000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$70K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIARYVEST LLC	20-2217636	—	CONSULTANT	$66K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $6.1M(8% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.