# Leonard Management 401(k) Plan
Source: https://planprovider.pro/companies/leonard-management-401k-plan

> Leonard Management's 401(k) plan: 701 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [WENDLING NOE NELSON & JOHNSON LLC](https://planprovider.pro/provider/wendling-noe-nelson-and-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|—|—|

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