Plan Snapshot
- Plan Sponsor: Lessard Design INC.
- Sponsor EIN: 261471568
- Sponsor Address: 8521 LEESBURG PIKE SUITE 700, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 52 | $13.3M | $71,272 | $481,362 |
| 2023 | 59 | $11.1M | $68,616 | $404,074 |
| 2022 | 69 | $9.6M | $71,272 | $401,509 |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — 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 | $29,750 | $28,812 | — | — | — |
| 2023 | $26,499 | $25,299 | — | — | — |
| 2022 | $28,337 | — | $28,337 | — | — |