Plan Snapshot
- Plan Sponsor: Leland Management, INC.
- Sponsor EIN: 593498435
- Sponsor Address: 6972 LAKE GLORIA BLVD., ORLANDO, FL, 32809
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 355 | $4.8M | $144,470 | $704,588 |
| 2023 | 340 | $3.9M | $138,649 | $607,762 |
| 2022 | 317 | $2.9M | $127,870 | $561,974 |
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 |
|---|---|---|---|---|
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — 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 | $40,520 | $863 | $38,844 | — | — |
| 2023 | $33,391 | $642 | $25,087 | — | — |
| 2022 | $32,664 | $549 | $32,115 | — | — |