Plan Snapshot
- Plan Sponsor: Leading Edge Aviation INC
- Sponsor EIN: 203086461
- Sponsor Address: 63048 POWELL BUTTE HWY, BEND, OR, 977019739
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $1.3M
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 | 113 | $1.3M | $35,829 | $195,825 |
| 2023 | 107 | $937,666 | $33,139 | $164,315 |
| 2022 | 141 | $650,334 | $27,555 | $142,709 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $5,373 | — | $5,373 |
| FORDHAM & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- FORDHAM & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,373
- Estimated Expense Ratio: 0.409% 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 | $10,385 | $4,712 | $4,813 | — | — |
| 2023 | $7,719 | $2,636 | $4,223 | — | — |
| 2022 | — | — | — | — | — |