Plan Snapshot
- Plan Sponsor: The Leavitt Corporation
- Sponsor EIN: 041531280
- Sponsor Address: 100 SANTILLI HIGHWAY, EVERETT, MA, 02149
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $7.4M
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 | 83 | $7.4M | $258,309 | $402,965 |
| 2023 | 85 | $7.6M | $0 | $362,902 |
| 2022 | 90 | $7.3M | $259,081 | $361,264 |
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 |
|---|---|---|---|---|
| BRITT AND COMPANY CPA LLC | Auditor | — | — | $0 |
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 | $3,513 | — | $3,513 | — | — |
| 2023 | $561 | — | $561 | — | — |
| 2022 | $625 | — | $625 | — | — |