Plan Snapshot
- Plan Sponsor: All Web Leads, INC.
- Sponsor EIN: 203642230
- Sponsor Address: 9004 ANDERSON MILL ROAD, UNIT A, AUSTIN, TX, 78729
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,840
- Total Assets: $22.9M
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. |
|---|---|---|---|---|
| 2025 | 2,840 | $22.9M | $0 | $0 |
| 2024 | 1,240 | $16.7M | $998,176 | $1.3M |
| 2023 | 756 | $13.5M | $0 | $1.5M |
| 2022 | 938 | $11.0M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $103,591 | — | $103,591 |
| WEALTHSPIRE RETIREMENT ADVISORY | Other Service Provider | — | $50,511 | $50,511 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,102
- Estimated Expense Ratio: 0.674% 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 | $1,237,539 | $888 | $42,651 | — | — |
| 2024 | $79,756 | $425 | $19,216 | — | — |
| 2023 | $78,097 | $148 | $16,875 | — | — |
| 2022 | $90,446 | — | — | — | — |