Plan Snapshot
- Plan Sponsor: Leisure World Community Association
- Sponsor EIN: 237307812
- Sponsor Address: 908 SOUTH POWER ROAD, MESA, AZ, 85206
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $113,437 | $247,407 |
| 2022 | 120 | $2.4M | $116,149 | $239,948 |
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 |
|---|---|---|---|---|
| CAPITAL INSIGHT PARTNERS LLC | Investment Advisor | $10,852 | — | $10,852 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $10,672 | — | $10,672 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,524
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 |
|---|---|---|---|---|---|
| 2023 | — | — | — | — | — |
| 2022 | $24,924 | — | $24,924 | — | — |