Lakeside Foods 401(k) match, vesting and fees
What Lakeside Foods' 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 | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Hawkins Ash Cpa, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Lakeside Foods: employer contribution per participant | $1,606 | |
| Peer median | $2,413 |
| Lakeside Foods: average balance | $59,194 | |
| Peer median | $86,456 |
| Lakeside Foods: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.12% |
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 $90.6M at the end of plan year 2021 to $114M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,057 | $114M | $3.1M | $1,606 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 2,005 | $103M | $3.8M | $1,941 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 1,893 | $90.1M | $3.8M | $2,197 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 1,740 | $90.6M | $2.9M | $1,846 | 0.35% | Not published | Form 5500 ↗ |
Other Lakeside Foods plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Lakeside Foods match 401(k) contributions?
The match terms for the Lakeside Foods, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $1,606 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lakeside Foods 401(k) match vested?
The vesting schedule for the Lakeside Foods, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lakeside Foods 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Trust Company, N.A.. The plan administrator is Lakeside Foods, Inc..
I left Lakeside Foods. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lakeside Foods, Inc., (920) 684-3356) or the recordkeeper, Associated Trust Company, N.A.. The Lakeside Foods old 401(k) page lists the contacts from every plan filing. Find an old Lakeside Foods 401(k)
Data from the public Form 5500 annual reports Lakeside Foods filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Lakeside Foods. Not financial advice. Report a correction · Methodology