# Leonard Bus Sales, INC. 401(k) Plan
Source: https://planprovider.pro/companies/leonard-bus-sales-inc-401k-plan

> Leonard Bus Sales, INC.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leonard Bus Sales, INC.

- **Sponsor EIN:** 161007038

- **Sponsor Address:** 4 LEONARD WAY, DEPOSIT, NY, 137541240

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

- **Total Participants:** 172

- **Total Assets:** $15.7M

## 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|172|$15.7M|$538,839|$859,951|

| 2023|180|$13.7M|$293,794|$807,501|

| 2022|174|$11.8M|$251,480|$710,530|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$54,850|—|$54,850|

| NORTHWESTERN MUTUAL WEALTH MGMT CO.|INVESTMENT ADVISORY|—|$35,603|$35,603|

| BST & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NORTHWESTERN MUTUAL WEALTH MGMT CO.](https://planprovider.pro/provider/northwestern-mutual) — INVESTMENT ADVISORY

- [BST & CO. CPAS, LLP](https://planprovider.pro/provider/bst-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,453

- **Estimated Expense Ratio:** 0.577% 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|$54,851|—|$54,851|—|—|

| 2023|$48,408|—|$48,408|—|—|

| 2022|$47,132|—|$47,132|—|—|

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