Plan Snapshot
- Plan Sponsor: Leo, INC.
- Sponsor EIN: 042378885
- Sponsor Address: 156 BROAD ST, LYNN, MA, 019011603
- Plan Type: 403(b)
- Total Participants: 114
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 114 | $5.9M | $256,603 | $415,673 |
| 2023 | 114 | $5.9M | $253,559 | $420,169 |
| 2022 | 114 | $5.2M | $224,114 | $377,643 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN ADVISORS LLC | Auditor | — | — | $0 |
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 | $47,984 | $24,027 | $23,957 | — | — |
| 2023 | $44,698 | $22,893 | $21,805 | — | — |
| 2022 | $36,182 | $16,411 | $19,771 | — | — |