# Hal Leonard LLC DC Plan
Source: https://planprovider.pro/companies/hal-leonard-llc-plan-001

> Hal Leonard LLC's DC plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Lpi Digital, LLC](https://planprovider.pro/companies/liturgical-publications-inc-401k-plan) — 382 participants

- [Royle Printing Company](https://planprovider.pro/companies/royle-printing-company-401k-plan) — 201 participants

- [Almon, INC.](https://planprovider.pro/companies/almon-inc-401k-plan) — 123 participants

- [Amcor Healthcare Packaging De Puerto Rico, INC.](https://planprovider.pro/companies/amcor-healthcare-packaging-de-puerto-rico-inc-401k-plan) — 108 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hal-leonard-llc-plan-001)

© 2026 PlanProvider.Pro