Plan Snapshot
- Plan Sponsor: Lee'S Marketplace
- Sponsor EIN: 870372019
- Sponsor Address: 505 EAST 1400 NORTH SUITE 110, LOGAN, UT, 84341
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 822
- Total Assets: $12.1M
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. |
|---|---|---|---|---|
| 2025 | 822 | $12.1M | $0 | $0 |
| 2024 | 712 | $10.0M | $218,329 | $651,105 |
| 2023 | 636 | $9.3M | $191,039 | $557,527 |
| 2022 | 609 | $7.4M | $169,262 | $513,139 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $36,066 | — | $36,066 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $25,618 | — | $25,618 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,684
- Estimated Expense Ratio: 0.509% 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 |
|---|---|---|---|---|---|
| 2025 | $702,998 | $36,066 | — | — | — |
| 2024 | $59,497 | $34,267 | — | — | — |
| 2023 | $54,727 | $28,034 | — | — | — |
| 2022 | $54,263 | $26,126 | $28,137 | — | — |