Plan Snapshot
- Plan Sponsor: Jerry Leigh Of California, INC.
- Sponsor EIN: 953179026
- Sponsor Address: 7860 NELSON ROAD, VAN NUYS, CA, 91402
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $16.5M
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 | 274 | $16.5M | $125,496 | $756,196 |
| 2023 | 295 | $15.1M | $124,999 | $768,352 |
| 2022 | 284 | $12.8M | $130,407 | $836,403 |
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 |
|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS LLC | Other Service Provider | $28,675 | — | $28,675 |
| ASCENSUS LLC | Other Service Provider | $19,638 | $19 | $19,657 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,332
- Estimated Expense Ratio: 0.293% 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 | $51,892 | $15,000 | $36,892 | — | — |
| 2023 | $35,224 | $15,000 | $20,224 | — | — |
| 2022 | $20,373 | — | $20,373 | — | — |