Plan Snapshot
- Plan Sponsor: Project Lead The Way INC.
- Sponsor EIN: 364802935
- Sponsor Address: 5939 CASTLE CREEK PARKWAY, INDIANAPOLIS, IN, 46250
- Plan Type: 403(b)
- Total Participants: 287
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 287 | $40.9M | $2.4M | $1.9M |
| 2023 | 277 | $35.1M | $2.2M | $1.7M |
| 2022 | 265 | $27.7M | $2.1M | $1.6M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $4,199 | $62,854 | $67,053 |
| PROCOURSE FIDUCIARY ADVISORS | Other Service Provider | — | $27,160 | $27,160 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,213
- Estimated Expense Ratio: 0.230% 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 | $2,624 | — | $2,624 | — | — |
| 2023 | $648 | — | $648 | — | — |
| 2022 | $1,672 | — | $1,672 | — | — |