Original filing (PDF)20251013123150NAL0001307249001

LAKEVIEW HEALTHCARE ENTERPRISE

Name: LAKEVIEW HEALTHCARE ENTERPRISE — LAKEVIEW HEALTHCARE ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LAKEVIEW HEALTHCARE ENTERPRISE

Form 5500

FILING_RECEIVED

LAKEVIEW HEALTHCARE ENTERPRISE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bond36% in single holding

Active participants

308

Accounts w/ balance

555

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKEVIEW HEALTHCARE ENTERPRISE.

Plan sponsor

Name

LAKEVIEW HEALTHCARE ENTERPRISE

EIN

86-2432600

Address

18550 US HIGHWAY 441 STE A · MOUNT DORA, FL · 327576751

Phone

(314) 957-8565

Industry

Offices of Physicians· 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KOVACK ADVISORS, INC	—	FT LAUDERDALE, FL	ADVISOR	$32K	—

Investments

34 direct securities· $17.4M(100% of reported assets)

Other securities

$17.0M

31 holdings

Bonds / Notes

$205K

1 holding

Cash / Money Market

$142K

1 holding

U.S. Treasuries

$3K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$6.2M	35.8%
Vanguard Target Retirement 2035 Fund Mutual Fund	Other securities	—	—	$1.5M	8.6%
Vanguard Target Retirement 2045 Fund Mutual Fund	Other securities	—	—	$974K	5.6%
Vanguard Target Retirement 2030 Fund Mutual Fund	Other securities	—	—	$955K	5.5%
Vanguard Target Retirement 2025 Fund Mutual Fund	Other securities	—	—	$884K	5.1%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$678K	3.9%
Vanguard Target Retirement 2040 Fund Mutual Fund	Other securities	—	—	$659K	3.8%
Franklin DynaTech Fund Class R6 Mutual Fund	Other securities	—	—	$532K	3.1%
Vanguard Target Retirement 2050 Fund Mutual Fund	Other securities	—	—	$529K	3.0%
Vanguard International Growth Fund Admiral Shares Mutual Fund	Other securities	—	—	$513K	3.0%
Vanguard Target Retirement 2055 Fund Mutual Fund	Other securities	—	—	$490K	2.8%
Fidelity International Index Mutual Fund	Other securities	—	—	$417K	2.4%
Vanguard Target Retirement 2020 Fund Mutual Fund	Other securities	—	—	$406K	2.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Other securities	—	—	$354K	2.0%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$327K	1.9%
Western Asset Core Plus Bond Fund Class IS Mutual Fund	Other securities	—	—	$288K	1.7%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$264K	1.5%
Vanguard Explorer Fund Admiral Shares Mutual Fund	Other securities	—	—	$246K	1.4%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$241K	1.4%
Participant loans 8.75% to 9.50%	Bonds / Notes	—	—	$205K	1.2%
Vanguard Balanced Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$194K	1.1%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$165K	1.0%
Vanguard Federal Money Market Fund Investor Money Market Fund	Cash / Money Market	—	—	$142K	0.8%
Vanguard Target Retirement 2065 Fund Mutual Fund	Other securities	—	—	$58K	0.3%
American Funds American Balanced Fund Class R-6 Mutual Fund	Other securities	—	—	$37K	0.2%
Fidelity Inflation-Prot Bd Index Mutual Fund	Other securities	—	—	$31K	0.2%
PGIM High Yield Fund- Class R6 Mutual Fund	Other securities	—	—	$29K	0.2%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$20K	0.1%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund	Other securities	—	—	$6K	<0.1%
Templeton Global Bond Fund Class R6 Mutual Fund	Other securities	—	—	$3K	<0.1%
Lord Abbett Bond Debenture Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$3K	<0.1%
American Funds Capital Income Builder Class R-6 Mutual Fund	Other securities	—	—	$2K	<0.1%
DFA Emerging Markets Portfolio Institutional Class Mutual Fund	Other securities	—	—	$2K	<0.1%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$1K	<0.1%