# Leadstack, INC 401(k) Plan
Source: https://planprovider.pro/companies/leadstack-inc-plan

> Leadstack, INC's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leadstack, INC

- **Sponsor EIN:** 811915257

- **Sponsor Address:** 1390 MARKET STREET, SAN FRANCISCO, CA, 94102

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

- **Total Participants:** 88

- **Total Assets:** $2.1M

## 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|88|$2.1M|$205|$534,705|

| 2023|99|$1.5M|$0|$467,104|

| 2022|122|$1.3M|$0|$573,018|

## 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|

| GUIDELINE, INC.|RECORDKEEPER|$9,549|—|$9,549|

| ANNE MCCALEB CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GUIDELINE, INC.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

- [ANNE MCCALEB CPA, PC](https://planprovider.pro/provider/anne-mccaleb-cpa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,549

- **Estimated Expense Ratio:** 0.453% 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|$10,456|$1,436|—|—|—|

| 2023|$9,230|$1,054|—|—|—|

| 2022|$6,890|$6,785|$5|—|—|

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