Plan Snapshot
- Plan Sponsor: Leonard Holding Company
- Sponsor EIN: 880329816
- Sponsor Address: 2001 S. LAREDO ST., SAN ANTONIO, TX, 78207
- Plan Type: DC
- Total Participants: 473
- Total Assets: $18.5M
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 | 473 | $18.5M | $961,458 | $1.8M |
| 2023 | 444 | $16.2M | $792,085 | $1.6M |
| 2022 | 310 | $12.9M | $657,616 | $1.3M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | ADVISOR | $41,984 | — | $41,984 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,984
- Estimated Expense Ratio: 0.226% 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 | $52,786 | $41,984 | — | — | — |
| 2023 | $74,490 | $43,290 | $18,456 | — | — |
| 2022 | $39,958 | $27,857 | $12,101 | — | — |