Plan Snapshot
- Plan Sponsor: Leyton Usa, INC.
- Sponsor EIN: 611864942
- Sponsor Address: 2 AVENUE DE LEFAYETTE, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $4.8M
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 | 79 | $4.8M | $291,694 | $686,056 |
| 2023 | 133 | $4.6M | $435,577 | $930,442 |
| 2022 | 133 | $2.9M | $397,815 | $794,565 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES | Investment Advisor | $18,298 | — | $18,298 |
| SETAWAY LLC | Other Service Provider | $8,483 | — | $8,483 |
| PENTEGRA SERVICES INC | Other Service Provider | $8,431 | — | $8,431 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,361 | — | $7,361 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,573
- Estimated Expense Ratio: 0.878% 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 | $42,947 | $18,972 | $16,914 | — | — |
| 2023 | $28,769 | — | $28,769 | — | — |
| 2022 | $30,039 | — | $30,039 | — | — |