Plan Snapshot
- Plan Sponsor: Leeds West Operating Group, LLC
- Sponsor EIN: 873873457
- Sponsor Address: 7450 E. PROGRESS PLACE, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 604
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 604 | $15.6M | $132,312 | $904,804 |
| 2023 | 653 | $14.4M | $117,802 | $846,104 |
| 2022 | 501 | $15.9M | $104,832 | $845,735 |
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 |
|---|---|---|---|---|
| STRATEGIC WEALTH ADVISORS GROUP LLC | SERVICE PROVIDER | — | $29,948 | $29,948 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $14,456 | — | $14,456 |
| SSA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,404
- Estimated Expense Ratio: 0.285% 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 | $118,536 | $14,791 | $84,311 | — | — |
| 2023 | $90,321 | — | — | — | — |
| 2022 | $113,747 | — | — | — | $113,747 |