Plan Snapshot
- Plan Sponsor: Flexi-Van Leasing, LLC
- Sponsor EIN: 131985646
- Sponsor Address: 8377 E. HARTFORD DRIVE, SUITE 205, SCOTTSDALE, AZ, 852556677
- Plan Type: DB
- Total Participants: 6
- Total Assets: $44.1M
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. |
|---|---|---|---|---|
| 2024 | 6 | $44.1M | $1,416 | $0 |
| 2023 | 6 | $46.3M | $536,508 | $0 |
| 2022 | 8 | $45.0M | $0 | $0 |
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 | $28,665 | — | $28,665 |
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: $28,665
- Estimated Expense Ratio: 0.065% 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 |
|---|---|---|---|---|---|
| 2024 | $338,371 | $158,781 | — | $28,665 | — |
| 2023 | $398,585 | $204,153 | — | $27,300 | — |
| 2022 | $395,146 | $212,875 | — | — | $25,950 |