Plan Snapshot
- Plan Sponsor: Leech Holdings, LLC
- Sponsor EIN: 862638613
- Sponsor Address: 13144 DICKSON ROAD, MEADVILLE, PA, 16335
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 53
- Total Assets: $3,453
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 53 | $3,453 | $744,500 | $109,291 |
| 2023 | 48 | $42,049 | $715,047 | $11,467 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $18,119 | — | $18,119 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,119
- Estimated Expense Ratio: 524.732% 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 | $1,104,358 | — | — | — | — |
| 2023 | $799,190 | — | — | — | — |