# Leeward Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/leeward-management-services-llc-401k-plan

> Leeward Management Services, LLC's 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leeward Management Services, LLC

- **Sponsor EIN:** 270816762

- **Sponsor Address:** 6688 NORTH CENTRAL EXPWY, DALLAS, TX, 75206

- **Plan Type:** 401(k)

- **Total Participants:** 365

- **Total Assets:** $35.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|365|$35.9M|$3.2M|$4.5M|

| 2023|319|$24.2M|$2.7M|$3.7M|

| 2022|249|$15.2M|$1.2M|$2.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$68,106|—|$68,106|

| DOWNEY AND COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $68,106

- **Estimated Expense Ratio:** 0.189% 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|$68,106|—|—|—|—|

| 2023|$47,425|—|—|—|—|

| 2022|$36,777|—|—|—|—|

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