Plan Snapshot
- Plan Sponsor: Leanin' Tree, INC.
- Sponsor EIN: 841130457
- Sponsor Address: 6055 LONGBOW DRIVE, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $11.3M
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 | 134 | $11.3M | $112,312 | $768,928 |
| 2023 | 133 | $12.5M | $0 | $789,979 |
| 2022 | 131 | $12.9M | $107,413 | $778,583 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $48,134 | — | $48,134 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,134
- Estimated Expense Ratio: 0.426% 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 | $47,385 | — | $47,385 | — | — |
| 2023 | $51,391 | — | $51,391 | — | — |
| 2022 | $59,651 | — | $59,651 | — | — |