Plan Snapshot
- Plan Sponsor: Leona Arizona Employment Group, INC
- Sponsor EIN: 861011928
- Sponsor Address: 6150 N 16TH STREET, PHOENIX, AZ, 850161774
- Plan Type: 401(k)
- Total Participants: 730
- Total Assets: $27.1M
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 | 730 | $27.1M | $926,732 | $1.3M |
| 2023 | 776 | $23.7M | $851,624 | $1.2M |
| 2022 | 744 | $19.8M | $291,318 | $388,523 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $20,800 | — | $20,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,800
- Estimated Expense Ratio: 0.077% 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 | $98,842 | $37,045 | — | $20,800 | — |
| 2023 | $58,984 | $31,217 | — | — | — |
| 2022 | $12,773 | $2,215 | — | — | — |