# Lereta, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lereta-llc-401k-plan

> Lereta, LLC's 401(k) plan: 594 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lereta, LLC

- **Sponsor EIN:** 270800873

- **Sponsor Address:** 901 CORPORATE CENTER DR, POMONA, CA, 91768

- **Plan Type:** 401(k)

- **Total Participants:** 594

- **Total Assets:** $34.7M

## 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|594|$34.7M|$962,798|$3.0M|

| 2023|692|$32.0M|$941,770|$3.0M|

| 2022|701|$26.1M|$503,005|$2.7M|

## 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|CONTRACT ADMINISTRATOR|$222,146|—|$222,146|

| ACTUARIAL BENEFITS CORP|CONSULTING|—|$35,270|$35,270|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|—|$20,000|$20,000|

| PENSION ASSURANCE, LLP|ACCOUNTING (AUDIT)|—|$14,000|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [PENSION ASSURANCE, LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTING (AUDIT)

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $291,416

- **Estimated Expense Ratio:** 0.840% 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|$222,146|—|—|—|—|

| 2023|$187,740|—|—|—|—|

| 2022|$175,802|—|$175,802|—|—|

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