Plan Snapshot
- Plan Sponsor: Cws Corporate Leasing, LLC
- Sponsor EIN: 330787124
- Sponsor Address: 106 E OLD SETTLERS BLVD., ROUND ROCK, TX, 78664
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $6.9M
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. |
|---|---|---|---|---|
| 2024 | 83 | $6.9M | $157,229 | $413,386 |
| 2023 | 92 | $5.8M | $184,904 | $410,405 |
| 2022 | 110 | $4.5M | $188,535 | $391,877 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA LLC | Auditor | — | — | $0 |
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 | $37,346 | $21,515 | — | — | — |
| 2023 | $41,273 | $21,500 | — | — | — |
| 2022 | $35,098 | — | — | — | — |