# 4leaf, INC. 401(k) Plan
Source: https://planprovider.pro/companies/4leaf-inc-943393574-501

> 4leaf, INC.'s 401(k) plan: 76 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

## Similar Plans

- [Alliance Inspection Management, LLC](https://planprovider.pro/companies/alliance-inspection-management-llc-203539525-501) — 643 participants

- [4leaf, INC.](https://planprovider.pro/companies/4leaf-inc-plan-001) — 412 participants

- [4leaf, INC.](https://planprovider.pro/companies/4leaf-inc-943393574-502) — 201 participants

- [Second Home Care, INC.](https://planprovider.pro/companies/second-home-care-inc-832469312-001) — 9 participants

- [T.Y.R., INC.](https://planprovider.pro/companies/t-y-r-inc-plan) — 9 participants

- [Foundation Built, INC.](https://planprovider.pro/companies/foundation-built-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/4leaf-inc-943393574-501)

© 2026 PlanProvider.Pro