Plan Snapshot
- Plan Sponsor: Leads, INC
- Sponsor EIN: 310718027
- Sponsor Address: 159 WILSON ST., NEWARK, OH, 430554921
- Plan Type: 403(b)
- Total Participants: 91
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 91 | $4.0M | $102,244 | $125,411 |
| 2023 | 93 | $3.7M | $97,046 | $114,060 |
| 2022 | 86 | $3.7M | $92,003 | $106,772 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO | 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 | $5,063 | — | $5,063 | — | — |
| 2023 | $5,964 | — | $5,964 | — | — |
| 2022 | $6,241 | — | $6,241 | — | — |