Plan Snapshot
- Plan Sponsor: Leeds Health Care Services, INC.
- Sponsor EIN: 830378052
- Sponsor Address: 58 NEITZ ROAD, NORTHUMBERLAND, PA, 178570032
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 165
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 165 | $4.4M | $0 | $0 |
| 2024 | 126 | $4.1M | $80,731 | $211,093 |
| 2023 | 146 | $4.4M | $94,990 | $238,630 |
| 2022 | 134 | $4.3M | $79,906 | $213,540 |
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 |
|---|---|---|---|---|
| LARSON, KELLETT, & ASSOCIATES, PC | 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 |
|---|---|---|---|---|---|
| 2025 | $494,637 | — | $895 | — | — |
| 2024 | $2,095 | — | $2,095 | — | — |
| 2023 | $1,495 | — | $1,495 | — | — |
| 2022 | $1,365 | — | $1,365 | — | — |