# Gary & Leo'S INC. 401(k) Plan
Source: https://planprovider.pro/companies/gary-leo-s-inc-401k-plan

> Gary & Leo'S INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-american-auditors-group-llc) — 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|—|—|

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