Plan Snapshot
- Plan Sponsor: Leitner Poma Of America, INC
- Sponsor EIN: 840840513
- Sponsor Address: 2746 SEEBER DRIVE, GRAND JUNCTION, CO, 81506
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 206
- Total Assets: $24.9M
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 | 206 | $24.9M | $352,588 | $1.5M |
| 2023 | 201 | $21.2M | $306,847 | $1.3M |
| 2022 | 87 | $18.2M | $277,081 | $1.1M |
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 |
|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | Recordkeeper | $27,313 | — | $27,313 |
| LPL FINANCIAL LLC | Investment Advisor | $20,100 | — | $20,100 |
| QUALIFIED PENSION SERVICES | Other Service Provider | $8,305 | — | $8,305 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,718
- Estimated Expense Ratio: 0.224% 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 | $54,028 | — | $54,028 | — | — |
| 2023 | $43,670 | — | $43,670 | — | — |
| 2022 | $45,929 | $45,929 | — | — | — |