# Leadership For Educational Equit 401(k) Plan
Source: https://planprovider.pro/companies/leadership-for-educational-equit-401k-plan

> Leadership For Educational Equit's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT/FINANCIAL ADVI

- [WEGNER CPAS LLP](https://planprovider.pro/provider/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|—|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leadership-for-educational-equit-401k-plan)

© 2026 PlanProvider.Pro