Plan Snapshot
- Plan Sponsor: A New Leaf, INC.
- Sponsor EIN: 860256667
- Sponsor Address: 868 EAST UNIVERSITY DRIVE, MESA, AZ, 852038033
- Plan Type: 401(k)
- Total Participants: 433
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 433 | $13.5M | $744,753 | $1.3M |
| 2023 | 441 | $11.3M | $666,137 | $1.0M |
| 2022 | 302 | $8.8M | $570,853 | $602,520 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $88,758 | $36,460 | $52,298 | — | — |
| 2023 | $70,963 | $25,728 | $45,235 | — | — |
| 2022 | $68,080 | $18,955 | $43,031 | — | $6,094 |