Plan Snapshot
- Plan Sponsor: Leonard Aluminum Utility Bldgs
- Sponsor EIN: 581080422
- Sponsor Address: 630 WEST INDEPENDENCE BLVD, MOUNT AIRY, NC, 27030
- Plan Type: 401(k)
- Total Participants: 783
- Total Assets: $11.1M
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 | 783 | $11.1M | $637,283 | $1.5M |
| 2023 | 873 | $10.3M | $681,397 | $1.6M |
| 2022 | 171 | $4.7M | $141,993 | $334,672 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY — 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 | $109,247 | $24,496 | $84,751 | — | — |
| 2023 | $111,422 | $19,832 | $91,590 | — | — |
| 2022 | $61,271 | $59,004 | — | — | — |