Lakeview Memorial Hospital Association 401(k) match, vesting and fees
What Lakeview Memorial Hospital Association'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 | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Lakeview Memorial Hospital Association: employer contribution per participant | $2,244 | |
| Peer median | $1,358 |
| Lakeview Memorial Hospital Association: average balance | $73,263 | |
| Peer median | $44,442 |
| Lakeview Memorial Hospital Association: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.21% |
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 $110M at the end of plan year 2021 to $127M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,825 | $127M | $3.9M | $2,244 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,834 | $109M | $3.3M | $1,866 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,742 | $91.6M | $2.9M | $1,743 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 1,669 | $110M | $2.6M | $1,629 | 0.06% | Not published | Form 5500 ↗ |
Other Lakeview Memorial Hospital Association plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Lakeview Employees' Tax Deferred Annuity Plan
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 | Fidelity Investments Inst Op | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan
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.
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Lakeview Memorial Hospital Association match 401(k) contributions?
The match terms for the Lakeview Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.9M in employer contributions, about $2,244 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lakeview Memorial Hospital Association 401(k) match vested?
The vesting schedule for the Lakeview Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lakeview Memorial Hospital Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Lakeview Memorial Hospital Association, Inc..
I left Lakeview Memorial Hospital Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lakeview Memorial Hospital Association, Inc., (651) 430-4505) or the recordkeeper, Fidelity Investments. The Lakeview Memorial Hospital Association old 401(k) page lists the contacts from every plan filing. Find an old Lakeview Memorial Hospital Association 401(k)
Data from the public Form 5500 annual reports Lakeview Memorial Hospital Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Lakeview Memorial Hospital Association. Not financial advice. Report a correction · Methodology