Plan Snapshot
- Plan Sponsor: Lep Psb Midco LLC
- Sponsor EIN: 880776329
- Sponsor Address: 520 HERNDON PKWY, SUITE C, HERNDON, VA, 20170
- Plan Type: DC
- Total Participants: 344
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 344 | $16.0M | $1.1M | $2.0M |
| 2023 | 332 | $13.3M | $591,560 | $1.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $74,149 | $2 | $74,151 |
| ONEDIGITAL TOPCO LLC | SERVICE PROVIDER | — | $40,359 | $40,359 |
| ROBINSON FARMER COS ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL TOPCO LLC — SERVICE PROVIDER
- ROBINSON FARMER COS ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,510
- Estimated Expense Ratio: 0.718% 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 | $74,149 | — | $73,399 | — | — |
| 2023 | $39,787 | — | $38,587 | — | — |