# Leaderstat, LLC 401(k) Plan
Source: https://planprovider.pro/companies/leaderstat-llc-401k-plan

> Leaderstat, LLC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

## Similar Plans

- [Bethany Nursing Home, INC.](https://planprovider.pro/companies/bethany-nursing-home-inc-plan) — 111 participants

- [Judson](https://planprovider.pro/companies/judson-403b-plan) — 112 participants

- [Transitional Living Centers, INC.](https://planprovider.pro/companies/transitional-living-centers-inc-plan-001-2737) — 114 participants

- [Threshold Residential Services, INC .](https://planprovider.pro/companies/threshold-residential-services-inc-403b-plan) — 93 participants

- [Clovernook Center For The Blind And Visually Impaired](https://planprovider.pro/companies/clovernook-center-for-the-blind-and-visually-impaired-401k-plan) — 89 participants

- [Canton Christian Home, INC.](https://planprovider.pro/companies/canton-christian-home-inc-plan) — 124 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leaderstat-llc-401k-plan)

© 2026 PlanProvider.Pro