# Leland Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/leland-management-inc-401k-plan

> Leland Management, INC.'s 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERITAS LIFE INSURANCE CORP|NONE|$20,196|—|$20,196|

| HEALTHEQUITY RETIREMENT SERVICES, L|NONE|$18,647|—|$18,647|

| BAS PARTNERS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [BAS PARTNERS](https://planprovider.pro/provider/bas-partners) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,843

- **Estimated Expense Ratio:** 0.807% 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|$40,520|$863|$38,844|—|—|

| 2023|$33,391|$642|$25,087|—|—|

| 2022|$32,664|$549|$32,115|—|—|

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