# Leonard Holding Company DC Plan
Source: https://planprovider.pro/companies/leonard-holding-company-plan-001

> Leonard Holding Company's DC plan: 473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adkf-pc) — 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|—|—|

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