Plan Snapshot
- Plan Sponsor: Leadingage, INC.
- Sponsor EIN: 136213525
- Sponsor Address: 2519 CONNECTICUT AVENUE, NW, WASHINGTON, DC, 200081520
- Plan Type: 403(b)
- Total Participants: 115
- Total Assets: $41.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 115 | $41.3M | $633,789 | $969,483 |
| 2023 | 121 | $37.8M | $666,148 | $1.0M |
| 2022 | 122 | $34.4M | $639,608 | $982,066 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $1,025 | — | — | — | — |
| 2023 | $1,324 | — | $275 | — | — |
| 2022 | $300 | — | $300 | — | — |