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Original filing (PDF)20250908092000NAL0011841459001
LAKEPOINT AUGUSTA, LLC
Form 5500
FILING_RECEIVED
LAKEPOINT 401(K) PLAN
401(k) retirement plan
Signals · 2
~288 bps in Sched C feesNo recordkeeper disclosed
Active participants
127
Accounts w/ balance
145
Plan assets (EOY)
$474K
Net assets (EOY)
$474K
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 288 bps in Schedule C fees — 82% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKEPOINT AUGUSTA, LLC.
Plan sponsor
Name
LAKEPOINT AUGUSTA, LLC
EIN
48-1189799
Address
901 LAKEPOINT DR. · AUGUSTA, KS · 67010
Phone
(785) 323-3893
Industry
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
2025-09-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
VARNEY & ASSOCIATES, CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $14K | — |
Investments
15 direct securities· $473K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $93K | 19.7% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $73K | 15.5% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $65K | 13.7% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $61K | 12.9% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $55K | 11.6% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $29K | 6.2% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $29K | 6.1% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $27K | 5.8% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $23K | 4.9% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $9K | 1.9% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $2K | 0.4% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2K | 0.4% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $2K | 0.3% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $1K | 0.3% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $1K | 0.3% |
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