Plan Snapshot
- Plan Sponsor: Home Leasing, LLC
- Sponsor EIN: 743109665
- Sponsor Address: 700 CLINTON SQUARE, ROCHESTER, NY, 14604
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $8.0M
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 | 204 | $8.0M | $325,917 | $761,568 |
| 2023 | 175 | $6.9M | $292,897 | $747,064 |
| 2022 | 177 | $5.0M | $312,221 | $649,618 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $28,973 | — | $28,973 |
| WILMINGTON TRUST NATIONAL ASSOC | ADVISOR | $28,898 | — | $28,898 |
| INSERO & CO | ACCOUNTANT/AUDITOR | $14,700 | — | $14,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- INSERO & CO — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,571
- Estimated Expense Ratio: 0.907% 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 | $75,207 | $31,534 | — | $14,700 | — |
| 2023 | $59,907 | $24,613 | — | $14,000 | — |
| 2022 | $67,095 | $4,763 | — | — | — |