Plan Snapshot
- Plan Sponsor: Hal Leonard LLC
- Sponsor EIN: 391776304
- Sponsor Address: 7777 WEST BLUEMOUND ROAD, MILWAUKEE, WI, 532133439
- Plan Type: DC
- Total Participants: 296
- Total Assets: $54.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 296 | $54.0M | $536,267 | $1.8M |
| 2023 | 315 | $49.9M | $654,831 | $1.8M |
| 2022 | 364 | $47.2M | $643,043 | $1.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $133,083 | $61,608 | — | — | — |
| 2023 | $130,997 | $56,948 | — | — | — |
| 2022 | $122,872 | $38,141 | — | — | $84,731 |