# Leitner Poma Of America, INC 401(k) Plan
Source: https://planprovider.pro/companies/leitner-poma-of-america-inc-401k-plan

> Leitner Poma Of America, INC's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|CONTACT ADMIN|$8,305|—|$8,305|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISOR

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## 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|—|—|—|

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