Plan Snapshot
- Plan Sponsor: Leonard Management
- Sponsor EIN: 421426079
- Sponsor Address: 1408 VETERANS DRIVE, SUITE 202, ELKHORN, NE, 68022
- Plan Type: 401(k)
- Total Participants: 701
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 701 | $4.3M | $316,763 | $555,458 |
| 2023 | 624 | $3.2M | $298,011 | $539,672 |
| 2022 | 583 | $2.2M | $296,996 | $517,539 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $48,223 | — | $48,223 |
| BANK OF AMERICA NA | INVESTMENT ADVISORY-PLAN | $9,385 | — | $9,385 |
| WENDLING NOE NELSON & JOHNSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- WENDLING NOE NELSON & JOHNSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,608
- Estimated Expense Ratio: 1.355% 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 | $60,056 | — | $60,056 | — | — |
| 2023 | $45,373 | — | $45,373 | — | — |
| 2022 | $26,542 | — | $26,542 | — | — |