Plan Snapshot
- Plan Sponsor: Leadcar Systems, INC.
- Sponsor EIN: 392044836
- Sponsor Address: 478 WATER STREET, PRAIRIE DU SAC, WI, 53578
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 260 | $19.1M | $375,003 | $1.2M |
| 2023 | 234 | $18.3M | $369,801 | $1.1M |
| 2022 | 194 | $15.7M | $309,872 | $937,436 |
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 |
|---|---|---|---|---|
| TRUST POINT INC. | NONE | $70,417 | — | $70,417 |
| CLIFTON LARSEN ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSEN ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,417
- Estimated Expense Ratio: 0.369% 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 | $70,417 | $70,417 | — | — | — |
| 2023 | $65,591 | $65,591 | — | — | — |
| 2022 | $60,808 | — | — | — | $60,808 |