Plan Snapshot
- Plan Sponsor: Leslie Equipment Company
- Sponsor EIN: 550493180
- Sponsor Address: 2098 LILLIAN LANE, PLEASANT VALLEY, WV, 26554
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $20.6M
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 | 191 | $20.6M | $335,510 | $949,370 |
| 2023 | 181 | $19.8M | $322,281 | $923,339 |
| 2022 | 174 | $18.0M | $293,483 | $848,251 |
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 | — | — | $0 |
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: $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 | $103,072 | $33,053 | — | — | — |
| 2023 | $90,553 | $29,948 | — | — | — |
| 2022 | $66,027 | — | $66,027 | — | — |