Leafhome 401(k) Plan
Sponsored by Leaffilter North, Llc · EIN 264198045 · Plan #001
- Total assets
- $44.7M
- Net assets
- $44.7M
- Active participants
- 2,715
- With balances
- 3,053
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ellsworth Advisors, Llc CRD 297464 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $319,915 |
| Ellsworth Advisors, Llc | Investment advisory (plan) | $106,753 |
| Administrative Fiduciary Services | Investment advisory (plan) | $28,057 |
| Rsm Us Llp | Accounting | $24,500 |
| Nova 401(k) Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $610 |