Plan Snapshot
- Plan Sponsor: Leesar INC.
- Sponsor EIN: 263818222
- Sponsor Address: 2727 WINKLER AVE, FT MYERS, FL, 33901
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $14.2M
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 | 268 | $14.2M | $531,186 | $839,991 |
| 2023 | 231 | $13.2M | $664,953 | $1.1M |
| 2022 | 310 | $12.0M | $638,067 | $1.0M |
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 |
|---|---|---|---|---|
| WALTER'S & ASSOCIATES,CPA'S | 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 |
|---|---|---|---|---|---|
| 2024 | $73,149 | $33,473 | — | — | — |
| 2023 | $66,788 | $28,481 | — | — | — |
| 2022 | $67,859 | $30,672 | $37,187 | — | — |