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

> Leantaas, INC.'s 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRANK RIMERMAN CO LLP](https://planprovider.pro/provider/frank-rimerman-and-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|—|—|—|

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