# Leo A Daly Company 401(k) Plan
Source: https://planprovider.pro/companies/leo-a-daly-company-470363104-001

> Leo A Daly Company's 401(k) plan: 766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leo A Daly Company

- **Sponsor EIN:** 470363104

- **Sponsor Address:** 8600 INDIAN HILLS DRIVE, OMAHA, NE, 68114

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 766

- **Total Assets:** $172.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|766|$172.6M|$2.9M|$8.3M|

| 2023|761|$159.8M|$2.6M|$7.8M|

| 2022|732|$133.6M|$2.0M|$7.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$188,767|—|$188,767|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $188,767

- **Estimated Expense Ratio:** 0.109% 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|$177,153|—|$177,153|—|—|

| 2023|$144,454|—|—|—|—|

| 2022|$136,933|—|$136,933|—|—|

## Similar Plans

- [Hdr, INC. & Its Subsidiaries & Affiliated Entities](https://planprovider.pro/companies/hdr-inc-its-subsidiaries-affiliated-entities-470663756-515) — 11,922 participants

- [Dlr Holding Company](https://planprovider.pro/companies/dlr-holding-company-470492822-503) — 1,550 participants

- [Dlr Holding Company](https://planprovider.pro/companies/dlr-holding-company-401k-plan) — 1,535 participants

- [Leo A Daly](https://planprovider.pro/companies/leo-a-daly-470363104-501) — 729 participants

- [Clark & Enersen, INC.](https://planprovider.pro/companies/clark-enersen-inc-401k-plan) — 181 participants

- [The Clark Enersen Partners, INC.](https://planprovider.pro/companies/the-clark-enersen-partners-inc-470468669-501) — 180 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leo-a-daly-company-470363104-001)

© 2026 PlanProvider.Pro