Plan Snapshot
- Plan Sponsor: 4leaf, INC.
- Sponsor EIN: 943393574
- Sponsor Address: 2126 RHEEM DRIVE, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 76
- Total Assets: $164,129
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 76 | $164,129 | $0 | $0 |
| 2024 | 70 | $11,617 | $703,986 | $472,494 |
| 2023 | 66 | $2,740 | $348,903 | $556,365 |
| 2022 | 55 | $53,128 | -$547,144 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $79,111 | — | $79,111 |
| KBI BENEFITS | Investment Advisor | $46,950 | — | $46,950 |
| MERITAIN HEALTH | Other Service Provider | $31,297 | — | $31,297 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,358
- Estimated Expense Ratio: 95.875% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,506,296 | — | — | — | — |
| 2024 | $1,184,121 | — | — | — | — |
| 2023 | $965,741 | — | — | — | — |
| 2022 | $826,071 | — | — | — | — |