Plan Snapshot
- Plan Sponsor: Leadership For Educational Equit
- Sponsor EIN: 208848357
- Sponsor Address: 800 N. KING STREET, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $12.9M
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 | 144 | $12.9M | $468,594 | $859,058 |
| 2023 | 119 | $11.0M | $393,060 | $718,136 |
| 2022 | 83 | $9.1M | $458,764 | $853,929 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $30,083 | — | $30,083 |
| WEGNER CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- WEGNER CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,083
- Estimated Expense Ratio: 0.233% 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 | $32,319 | $30,083 | — | — | — |
| 2023 | $26,741 | $24,936 | — | — | — |
| 2022 | $29,665 | — | — | — | — |