Plan Snapshot
- Plan Sponsor: Leading Solutions LLC
- Sponsor EIN: 260188418
- Sponsor Address: 3371 WEST VINE STREET, SUITE 201, KISSIMMEE, FL, 34741
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $1.9M
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 | 114 | $1.9M | $181,523 | $410,022 |
| 2023 | 159 | $1.2M | $137,454 | $309,859 |
| 2022 | 135 | $676,269 | $48 | $207,839 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $10,999 | $305 | — | — | — |
| 2023 | $5,991 | $15 | — | — | — |
| 2022 | $8,784 | $6,764 | $2,020 | — | — |