Plan Snapshot
- Plan Sponsor: Leiss Tool & Die Co.
- Sponsor EIN: 251297626
- Sponsor Address: 801 N. PLEASANT AVENUE, SOMERSET, PA, 15501
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $14.3M
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 | 97 | $14.3M | $100,000 | $274,106 |
| 2023 | 102 | $12.5M | $400,000 | $270,131 |
| 2022 | 120 | $9.8M | $0 | $286,650 |
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 |
|---|---|---|---|---|
| BARNES SALY & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES SALY & COMPANY, P.C. — Auditor
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 | $37,967 | — | $12,766 | — | — |
| 2023 | $6,746 | — | $6,746 | — | — |
| 2022 | $49,529 | $9,455 | $36,574 | — | $3,500 |