# Leavitt Group Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/leavitt-group-enterprises-inc-401k-plan

> Leavitt Group Enterprises, INC.'s 401(k) plan: 2,895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leavitt Group Enterprises, INC.

- **Sponsor EIN:** 880090855

- **Sponsor Address:** 136 W. UNIVERSITY BLVD., CEDAR CITY, UT, 84720

- **Plan Type:** 401(k)

- **Total Participants:** 2,895

- **Total Assets:** $244.1M

## 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|2,895|$244.1M|$5.6M|$16.2M|

| 2023|2,745|$210.5M|$5.0M|$14.4M|

| 2022|2,559|$173.8M|$4.3M|$12.7M|

## 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|

| PRIME CAPITAL INVESTMENT ADVISORS L|INVESTMENT ADVISOR|$392,174|—|$392,174|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$215,068|—|$215,068|

| REAGAN CONSULTING INC|OTHER|$19,500|—|$19,500|

| HINTON BURDICK, PLLC|AUDITOR|$16,100|—|$16,100|

| HINTONBURDICK CPA'S AND ADVISORS|Auditor|$16,100|—|$16,100|

| DURHAM JONES & PINEGAR|ATTORNEY|$6,321|—|$6,321|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $665,263

- **Estimated Expense Ratio:** 0.272% 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|$654,263|$392,174|—|$16,100|—|

| 2023|$591,698|$531,862|—|$15,600|—|

| 2022|$473,881|—|$473,881|—|—|

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