Plan Snapshot
- Plan Sponsor: Leatherstocking Corporation
- Sponsor EIN: 135555342
- Sponsor Address: ONE ROCKEFELLER PLZ, NEW YORK, NY, 100202102
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 149 | $11.6M | $577,403 | $102,889 |
| 2023 | 124 | $10.2M | $504,905 | $87,501 |
| 2022 | 90 | $9.0M | $458,152 | $81,268 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,931 | $9,228 | — | — | — |
| 2023 | $7,675 | $7,978 | — | — | — |
| 2022 | $7,555 | $6,861 | — | — | — |