Plan Snapshot
- Plan Sponsor: Leith, INC.
- Sponsor EIN: 560929494
- Sponsor Address: P.O. BOX 40110, RALEIGH, NC, 276290110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,766
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,766 | $2.9M | $9.5M | $4.4M |
| 2023 | 1,670 | $2.9M | $7.2M | $4.1M |
| 2022 | 1,611 | $3.3M | $7.5M | $3.9M |
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 |
|---|---|---|---|---|
| MAESTRO | Other Service Provider | $539,656 | — | $539,656 |
| DELOITTE & TOUCHE LLP | Auditor | $60,420 | — | $60,420 |
| DELOITTE TAX LLP | Other Service Provider | $35,524 | — | $35,524 |
| CLAIMDOC | Other Service Provider | $5,985 | — | $5,985 |
| PROACT | Other Service Provider | $5,654 | — | $5,654 |
| MCMC LLC | Other Service Provider | $5,018 | — | $5,018 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $652,257
- Estimated Expense Ratio: 22.530% 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 | $657,609 | — | — | $60,420 | — |
| 2023 | $1,067,404 | — | — | $60,644 | — |
| 2022 | $1,010,673 | — | — | — | $79,277 |