Plan Snapshot
- Plan Sponsor: Gary & Leo'S INC.
- Sponsor EIN: 810450061
- Sponsor Address: PO BOX 203, HAVRE, MT, 59501
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $6.3M
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 | 108 | $6.3M | $78,014 | $272,352 |
| 2023 | 91 | $6.1M | $73,299 | $233,488 |
| 2022 | 98 | $5.2M | $125,086 | $259,313 |
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 |
|---|---|---|---|---|
| AMERICAN AUDITORS GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERICAN AUDITORS GROUP — 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 | $14,937 | — | $14,937 | — | — |
| 2023 | $16,280 | — | $16,280 | — | — |
| 2022 | $12,475 | — | $12,475 | — | — |