# Leonardo Electronics Us INC. 401(k) Plan
Source: https://planprovider.pro/companies/leonardo-electronics-us-inc-401k-plan

> Leonardo Electronics Us INC.&#39;s 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leonardo Electronics Us INC.

- **Sponsor EIN:** 412163692

- **Sponsor Address:** 7775 NORTH CASA GRANDE HWY., TUSCON, AZ, 85743

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

- **Total Participants:** 244

- **Total Assets:** $49.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|244|$49.9M|$2.6M|$2.8M|

| 2023|255|$44.4M|$2.5M|$2.6M|

| 2022|310|$36.2M|$3.4M|$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|

| JANNEY MONTGOMERY SCOTT LLC|ADVISOR|$88,493|—|$88,493|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$38,054|—|$38,054|

| LUDWIG KLEWER & RUDNER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LUDWIG KLEWER & RUDNER PLLC](https://planprovider.pro/provider/ludwig-klewer-and-rudner-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,547

- **Estimated Expense Ratio:** 0.253% 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|$126,547|$88,493|—|—|—|

| 2023|$105,961|$74,408|—|—|—|

| 2022|$102,059|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leonardo-electronics-us-inc-401k-plan)

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