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Original filing (PDF)20251015101718NAL0004276769001
LAKEVIEW CENTER, INC.
Form 5500
FILING_RECEIVED
LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
2,591
Accounts w/ balance
3,786
Plan assets (EOY)
$116.7M
Net assets (EOY)
$116.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 119% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKEVIEW CENTER, INC..
Plan sponsor
Name
LAKEVIEW CENTER, INC.
EIN
59-0737872
Address
1221 WEST LAKEVIEW AVENUE · PENSACOLA, FL · 32501
Phone
(850) 908-3292
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | RECORDKEEPER | $134K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | CONSULTANT | $23K | — |
| ANDCO CONSULTING LLC | 59-3676225 | — | CONSULTANT | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 43-1815436 | — | AUDITOR | $17K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRADLEY ARANT BOULT CUMMINGS LLP | 63-0243316 | — | ATTORNEY | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | CONTRACTUAL | $63K | — |
Investments
28 direct securities· $114.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity S&P 500 Index Fund Mutual Fund | — | — | — | $15.2M | 13.0% | |
| American Funds 2065 T Date R6 Mutual Fund 280 American Funds 2070 T Date R6 Mutual Fund 98 American Funds Am Balanced R6 Mutual Fund | — | — | — | $9.4M | 8.1% | |
| American Funds 2030 T Date R6 Mutual Fund | — | — | — | $8.3M | 7.1% | |
| Vangrd Tsy Money Market Fd Inv Mutual Fund | — | — | — | $7.5M | 6.4% | |
| American Funds 2035 T Date R6 Mutual Fund | — | — | — | $6.3M | 5.4% | |
| American Funds 2060 T Date R6 Mutual Fund | — | — | — | $6.3M | 5.4% | |
| American Funds EuroPacific R6 Mutual Fund | — | — | — | $6.1M | 5.3% | |
| American Funds 2040 T Date R6 Mutual Fund | — | — | — | $6.0M | 5.1% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $5.9M | 5.0% | |
| MFS Growth Fund R6 Mutual Fund | — | — | — | $5.3M | 4.6% | |
| American Funds 2050 T Date R6 Mutual Fund | — | — | — | $5.0M | 4.3% | |
| American Funds 2025 T Date R6 Mutual Fund | — | — | — | $5.0M | 4.3% | |
| American Funds 2045 T Date R6 Mutual Fund | — | — | — | $5.0M | 4.3% | |
| American Funds 2055 T Date R6 Mutual Fund | — | — | — | $4.9M | 4.2% | |
| American Funds Wash Mutual R6 Mutual Fund | — | — | — | $4.5M | 3.9% | |
| Fidelity Mid Cap Idx Fd Mutual Fund | — | — | — | $3.6M | 3.1% | |
| American Funds 2020 T Date R6 Mutual Fund | — | — | — | $2.5M | 2.1% | |
| Fidelity Ext Mkt Index Fund Mutual Fund | — | — | — | $2.0M | 1.7% | |
| Vangrd Infl-Prt Secs Fund Adm Mutual Fund | — | — | — | $1.3M | 1.1% | |
| Dlwr Small Cap Core Fund R6 Mutual Fund | — | — | — | $1.2M | 1.0% | |
| DFA International Value Fund | — | — | — | $977K | 0.8% | |
| American Funds 2015 T Date R6 Mutual Fund | — | — | — | $759K | 0.7% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $433K | 0.4% | |
| Vanguard Real Estate Indx Adm Mutual Fund | — | — | — | $335K | 0.3% | |
| Charles Schwab Personal Choice Retirement Accounts | — | — | — | $267K | 0.2% | |
| American Funds 2010 T Date R6 Mutual Fund | — | — | — | $258K | 0.2% | |
| RBC Emerging Markets Equity R6 Mutual Fund | — | — | — | $206K | 0.2% | |
| Dodge&Cox Income Fund Mutual Fund | — | — | — | $89K | <0.1% |