# Leading Plan Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/leading-plan-solutions-inc-401k-plan

> Leading Plan Solutions, INC.'s 401(k) plan: 517 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leading Plan Solutions, INC.

- **Sponsor EIN:** 862271858

- **Sponsor Address:** 2226 EASTLAKE AVENUE EAST #88, SEATTLE, WA, 98102

- **Plan Type:** 401(k)

- **Total Participants:** 517

- **Total Assets:** $51.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|517|$51.5M|$292,499|$563,844|

| 2023|329|$28.9M|$63,922|$214,968|

| 2022|94|$9.3M|$3,970|$9,563|

## 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|

| LEADING RETIREMENT SOLUTIONS, LLC|RECORDKEEPER|$21,329|—|$21,329|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,329

- **Estimated Expense Ratio:** 0.041% 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|$31,378|$8,800|—|—|—|

| 2023|$904,847|—|$12,296|—|—|

| 2022|$270|—|$270|—|—|

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