Plan Snapshot
- Plan Sponsor: Leader Dogs For The Blind
- Sponsor EIN: 381366931
- Sponsor Address: 1039 SOUTH ROCHESTER ROAD, ROCHESTER HILLS, MI, 48307
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $18.9M
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 | 166 | $18.9M | $579,700 | $945,278 |
| 2023 | 182 | $18.4M | $587,957 | $1.0M |
| 2022 | 175 | $15.1M | $535,127 | $856,916 |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | ADVISOR | $40,000 | — | $40,000 |
| SENTINEL BENEFITS GROUP, INC. | TPA | $23,040 | — | $23,040 |
| CHARLES SCHWAB TRUST BANK | CUSTODIAN | $9,236 | — | $9,236 |
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — ADVISOR
- SENTINEL BENEFITS GROUP, INC. — TPA
- CHARLES SCHWAB TRUST BANK — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,276
- Estimated Expense Ratio: 0.382% 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 | $72,276 | $40,000 | — | — | — |
| 2023 | $68,303 | $40,000 | — | — | — |
| 2022 | $69,161 | $40,000 | — | — | $29,161 |