Plan Snapshot
- Plan Sponsor: George M. Leader Family Corporation
- Sponsor EIN: 232212623
- Sponsor Address: 830 CHERRY DRIVE, HERSHEY, PA, 17033
- Plan Type: 401(k)
- Total Participants: 1,908
- Total Assets: $40.5M
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 | 1,908 | $40.5M | $686,181 | $2.3M |
| 2023 | 1,927 | $38.5M | $810,788 | $2.5M |
| 2022 | 1,618 | $33.3M | $787,066 | $2.4M |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $48,364 | — | $48,364 | — | — |
| 2023 | $39,597 | — | $39,597 | — | — |
| 2022 | $66,366 | — | $66,366 | — | — |