# Leonard'S Express, INC. 401(k) Plan
Source: https://planprovider.pro/companies/leonard-s-express-inc-401k-plan

> Leonard'S Express, INC.'s 401(k) plan: 585 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leonard'S Express, INC.

- **Sponsor EIN:** 161595778

- **Sponsor Address:** 6070 COLLETT ROAD, FARMINGTON, NY, 14425

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

- **Total Participants:** 585

- **Total Assets:** $29.9M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|585|$29.9M|$1.4M|$2.6M|

| 2023|604|$26.0M|$1.5M|$2.7M|

| 2022|598|$20.5M|$1.5M|$2.6M|

## 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|$100,846|—|$100,846|

| UBS FINANCIAL SERVICES INC.|ADVISOR|$51,504|—|$51,504|

| DAVIE KAPLAN CPA|AUDITOR|$8,725|—|$8,725|

| DAVIE KAPLAN CPA PC|Auditor|$8,725|—|$8,725|

### 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

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [DAVIE KAPLAN CPA PC](https://planprovider.pro/provider/davie-kaplan-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $169,800

- **Estimated Expense Ratio:** 0.568% 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|$161,242|$51,504|—|$8,725|—|

| 2023|$126,453|$41,112|—|—|—|

| 2022|$105,501|$41,642|—|—|—|

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