LAKE ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$196K
Net assets (EOY)
$196K
Plan health score
92
/ 100
Grade A
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
73
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKE ANN ENTERPRISES, INC..
Plan sponsor
Name
LAKE ANN ENTERPRISES, INC.
EIN
45-0486216
Address
P.O. BOX 1726 · TRAVERSE CITY, MI · 49685
Phone
(231) 943-1650
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
LAKE ANN ENTERPRISES
EIN
45-0486216
City
TRAVERSE CITY, MI
Phone
(231) 943-1650
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
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