Plan Snapshot
- Plan Sponsor: True Leaf LLC
- Sponsor EIN: 471724986
- Sponsor Address: 175 W 2700 S, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $2.0M | $84,355 | $172,228 |
| 2023 | 171 | $1.6M | $99,703 | $197,141 |
| 2022 | 156 | $1.2M | $101,031 | $131,271 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $10,816 | — | $10,816 |
| DWC THE 401(K) EXPERTS | Recordkeeper | $8,272 | — | $8,272 |
| TRANSAMERICA FINANCIAL ADVISORS INC | Investment Advisor | $5,200 | — | $5,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- TRANSAMERICA FINANCIAL ADVISORS INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,288
- Estimated Expense Ratio: 1.245% 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 | $25,047 | $5,921 | — | — | — |
| 2023 | $17,882 | $5,859 | — | — | — |
| 2022 | $7,270 | — | — | — | $7,270 |