Plan Snapshot
- Plan Sponsor: Vehicle Leasing Holdings, LLC
- Sponsor EIN: 863880143
- Sponsor Address: 14335 INWOOD ROAD, SUITE 101, FARMERS BRANCH, TX, 75244
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $22.5M
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 | 426 | $22.5M | $244,138 | $2.6M |
| 2023 | 368 | $19.2M | $214,595 | $2.3M |
| 2022 | 300 | $12.5M | $197,115 | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,000 | — | $34,000 |
| TURNER, STONE AND COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TURNER, STONE AND COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,000
- Estimated Expense Ratio: 0.151% 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 | $37,008 | $3,008 | — | — | — |
| 2023 | $18,734 | $1,783 | — | — | — |
| 2022 | $13,456 | $1,640 | — | — | — |