Plan Ledger DOL Form 5500 · updated monthly

Leading Solutions LLC401(k)

LEADING SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST · KISSIMMEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.71%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Leading Solutions LLC reported $10,999 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,592 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.64% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,139th of 3,644), and 10,930th of 11,654 in professional & technical services. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,887,395
Participants with balances191
Active participants114
Employer contributions$181,523
Employee contributions$410,022
Employer contribution per active participant$1,592
Average account balance$9,882
Benefits paid to participants$183,061
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.9M · 191 accts · $182K emplr
2023$1.2M · 173 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,694
Investment management$305
Total administrative$10,999
The Leading Solutions LLC 401(k) match · 2024
Employer contribution per active participant$1,592
Median for plans this size$1,313
2024$1,592 per active participant
2023$864 per active participant

Leading Solutions LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$305

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$10,999 · 0.71%
2023$5,991 · 0.64%
Similar plansProfessional & Technical Services · Florida
Tops Software LLC FL$2.0M · 1.33%
Bungalow Living, Inc. FL$2.0M · 0.07%
Es, LLC FL$1.9M · 1.28%
Adsync Technologies, Inc. FL$1.9M · 1.57%
Hcas LLC FL$1.8M · 0.58%
Sintavia LLC FL$1.8M · 0.74%
Chiptech Inc FL$1.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260188418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.