# Leader Dogs For The Blind 401(k) Plan
Source: https://planprovider.pro/companies/leader-dogs-for-the-blind-401k-plan

> Leader Dogs For The Blind&#39;s 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — TPA

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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