Plan Snapshot
- Plan Sponsor: Howard Leasing, INC.
- Sponsor EIN: 202301298
- Sponsor Address: 6302 MANATEE AVENUE WEST, BRADENTON, FL, 34209
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 292 | $4.5M | $419,348 | $567,560 |
| 2023 | 153 | $3.4M | $743,247 | $553,444 |
| 2022 | 123 | $3.0M | $173,733 | $417,075 |
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 |
|---|---|---|---|---|
| CS&L CPA | Auditor | — | — | $0 |
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 | $48,538 | $6,336 | $42,202 | — | — |
| 2023 | $39,688 | $4,278 | $35,410 | — | — |
| 2022 | — | — | — | — | — |