Plan Snapshot
- Plan Sponsor: Leemah Electronics, INC.
- Sponsor EIN: 942985835
- Sponsor Address: 155 SOUTH HILL DRIVE, BRISBANE, CA, 94005
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 323
- Total Assets: $17.9M
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 | 323 | $17.9M | $90,027 | $1.0M |
| 2023 | 327 | $16.6M | $84,914 | $995,787 |
| 2022 | 325 | $15.1M | $83,534 | $950,368 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $29,320 | — | $29,320 |
| LPL FINANCIAL CORPORATION RPCP | Other Service Provider | $21,568 | — | $21,568 |
| MARINER LLC | Other Service Provider | $17,504 | — | $17,504 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,392
- Estimated Expense Ratio: 0.383% 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 | $68,395 | $39,072 | $29,323 | — | — |
| 2023 | $58,374 | — | $58,374 | — | — |
| 2022 | $59,341 | — | $59,341 | — | — |