Lakepoint Augusta 401(k) match, vesting and fees
What Lakepoint Augusta's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Varney & Associates, Cpas, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Lakepoint Augusta: employer contribution per participant | $989 | |
| Peer median | $1,440 |
| Lakepoint Augusta: average balance | $5,687 | |
| Peer median | $38,351 |
| Lakepoint Augusta: admin expenses ÷ assets | 2.93% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $164K at the end of plan year 2023 to $836K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 161 | $836K | $145K | $989 | 2.93% | Not published | Form 5500 ↗ |
| 2024 | 150 | $474K | $131K | $905 | 4.27% | Not published | Form 5500 ↗ |
| 2023 | 109 | $164K | $65K | $612 | 3.76% | Not published | Form 5500 ↗ |
Common questions
Does Lakepoint Augusta match 401(k) contributions?
The match terms for the Lakepoint 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $145K in employer contributions, about $989 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lakepoint Augusta 401(k) match vested?
The vesting schedule for the Lakepoint 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lakepoint Augusta 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ascensus LLC. The plan administrator is Lakepoint Augusta, LLC.
I left Lakepoint Augusta. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lakepoint Augusta, LLC, (785) 323-3893) or the recordkeeper, Ascensus LLC. The Lakepoint Augusta old 401(k) page lists the contacts from every plan filing. Find an old Lakepoint Augusta 401(k)
Data from the public Form 5500 annual reports Lakepoint Augusta filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lakepoint Augusta. Not financial advice. Report a correction · Methodology