Plan Snapshot
- Plan Sponsor: Leon Management International, LLC
- Sponsor EIN: 651129595
- Sponsor Address: 8600 NW 41ST, DORAL, FL, 331666202
- Plan Type: 401(k)
- Total Participants: 2,697
- Total Assets: $121.3M
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 | 2,697 | $121.3M | $4.7M | $6.5M |
| 2023 | 2,770 | $108.5M | $4.7M | $6.6M |
| 2022 | 2,696 | $88.6M | $4.4M | $6.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $369,757 | — | $369,757 |
| DIGITAL INSURANCE | Other Service Provider | — | $54,656 | $54,656 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $424,413
- Estimated Expense Ratio: 0.350% 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 | $369,757 | — | $369,757 | — | — |
| 2023 | $298,005 | — | $298,005 | — | — |
| 2022 | $336,870 | — | $336,870 | — | — |