Plan Snapshot
- Plan Sponsor: Leaders Holding Company
- Sponsor EIN: 592640693
- Sponsor Address: 6303 126TH AVENUE, LARGO, FL, 33773
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $3.3M
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 | 149 | $3.3M | $59,591 | $340,503 |
| 2023 | 148 | $3.1M | $71,141 | $271,592 |
| 2022 | 147 | $2.6M | $71,435 | $334,816 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | Investment Advisor | $17,225 | — | $17,225 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $10,244 | — | $10,244 |
| SOUTHERN PENSION SERVICES | Other Service Provider | $3,540 | $3,445 | $6,985 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $6,179 | — | $6,179 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,633
- Estimated Expense Ratio: 1.247% 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 | $42,418 | — | — | — | — |
| 2023 | $31,092 | — | — | — | — |
| 2022 | $23,233 | — | — | — | $23,233 |