Plan Snapshot
- Plan Sponsor: Leaffilter North, LLC
- Sponsor EIN: 264198045
- Sponsor Address: 1595 GEORGETOWN ROAD, HUDSON, OH, 44236
- Plan Type: 401(k)
- Total Participants: 2,715
- Total Assets: $44.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,715 | $44.7M | $1.3M | $12.2M |
| 2023 | 2,753 | $36.1M | $1.5M | $12.5M |
| 2022 | 2,567 | $20.6M | $720,017 | $9.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $319,915 | — | $319,915 |
| ELLSWORTH ADVISORS, LLC | Investment Advisor | $106,753 | — | $106,753 |
| ADMINISTRATIVE FIDUCIARY SERVICES | Investment Advisor | $28,057 | — | $28,057 |
| RSM US LLP | Auditor | $24,500 | — | $24,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- ELLSWORTH ADVISORS, LLC — Investment Advisor
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $479,225
- Estimated Expense Ratio: 1.072% 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 | $501,898 | — | $501,898 | — | — |
| 2023 | $254,396 | $63,503 | — | — | — |
| 2022 | $174,634 | $44,026 | — | — | — |