Plan Snapshot
- Plan Sponsor: Leedo Manufacturing Co., L.P.
- Sponsor EIN: 741657212
- Sponsor Address: 10707 CORPORATE DR. STE 250, STAFFORD, TX, 77477
- Plan Type: 401(k)
- Total Participants: 417
- Total Assets: $7.0M
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 | 417 | $7.0M | $0 | $981,749 |
| 2023 | 424 | $5.9M | $0 | $870,953 |
| 2022 | 465 | $4.7M | $0 | $850,988 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $50,422 | — | $50,422 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $34,184 | — | $34,184 |
| WELLS FARGO ADVISORS, LLC | INVESTMENT ADVISORY-PLAN | $15,632 | — | $15,632 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- ADMIN. GROUP, LLC DBA TAG RESOURCES — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,238
- Estimated Expense Ratio: 1.426% 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 | $100,238 | $15,632 | $34,184 | — | — |
| 2023 | $81,906 | $12,325 | $32,590 | — | — |
| 2022 | $66,039 | $11,495 | $54,544 | — | — |