# Home Leasing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/home-leasing-llc-401k-plan

> Home Leasing, LLC's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [INSERO & CO](https://planprovider.pro/provider/insero-and-co-cpas-llp) — 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|—|—|—|

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