Plan Snapshot
- Plan Sponsor: Leevers Supermarkets, INC.
- Sponsor EIN: 450275647
- Sponsor Address: 500 WILCOX STREET, CASTLE ROCK, CO, 801041737
- Plan Type: 401(k)
- Total Participants: 553
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 553 | $9.3M | $226,061 | $426,326 |
| 2023 | 370 | $7.7M | $220,558 | $353,390 |
| 2022 | 315 | $6.0M | $148,787 | $284,229 |
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 |
|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | N/A | $37,250 | — | $37,250 |
| BOK FINANCIAL | INV ADV, PARTICIPANTS | $5,000 | — | $5,000 |
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,250
- Estimated Expense Ratio: 0.454% 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 | $45,419 | — | $45,419 | — | — |
| 2023 | $27,512 | $8,215 | — | — | — |
| 2022 | $33,565 | $9,745 | — | — | — |