Plan Snapshot
- Plan Sponsor: Leantaas, INC.
- Sponsor EIN: 272113973
- Sponsor Address: 471 EL CAMINO REAL, STE. 230, SANTA CLARA, CA, 95050
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 379 | $33.8M | $1.3M | $5.2M |
| 2023 | 344 | $24.3M | $1.4M | $4.8M |
| 2022 | 292 | $13.0M | $1.0M | $3.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $62,645 | — | $62,645 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $56,067 | — | $56,067 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,908 | — | $7,908 |
| FRANK RIMERMAN CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FRANK RIMERMAN CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,620
- Estimated Expense Ratio: 0.375% 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 | $126,620 | $63,975 | — | — | — |
| 2023 | $81,728 | $39,409 | — | — | — |
| 2022 | $45,954 | $775 | — | — | — |