Plan Snapshot
- Plan Sponsor: Frank Leta Holding Co.
- Sponsor EIN: 431400541
- Sponsor Address: 500 AUTO MALL DRIVE, OFALLON, MO, 63368
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 365 | $10.4M | $146,294 | $1.2M |
| 2023 | 219 | $8.2M | $149,081 | $1.1M |
| 2022 | 243 | $6.5M | $169,848 | $974,789 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $18,971 | $14,171 | — | — | — |
| 2023 | $15,903 | $11,278 | — | — | — |
| 2022 | $15,364 | $674 | — | — | — |