Plan Snapshot
- Plan Sponsor: Leaderstat, LLC
- Sponsor EIN: 311693909
- Sponsor Address: 1322-B MANNING PARKWAY, POWELL, OH, 43065
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $6.4M
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 | 105 | $6.4M | $178,041 | $539,707 |
| 2023 | 172 | $5.4M | $223,299 | $569,331 |
| 2022 | 241 | $3.9M | $202,231 | $545,889 |
| 2019 | 41 | $2.6M | $100,316 | $291,318 |
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 |
|---|---|---|---|---|
| WHALEN CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,483 | — | — | — | — |
| 2023 | $39,784 | $14,488 | $10,218 | — | — |
| 2022 | $26,630 | — | — | — | — |
| 2019 | — | — | — | — | — |