# Leerink Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/svb-securities-llc-401k-plan

> Leerink Partners LLC's 401(k) plan: 343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leerink Partners LLC

- **Sponsor EIN:** 421738148

- **Sponsor Address:** 53 STATE STREET, 40TH FLOOR, BOSTON, MA, 02109

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

- **Total Participants:** 343

- **Total Assets:** $76.1M

## 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:** Yes

## Plan Financials by Year

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

| 2024|343|$76.1M|$638,315|$5.9M|

| 2023|327|$67.3M|$785,120|$7.7M|

| 2022|446|$57.9M|$468,399|$6.5M|

## 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|

| BAKER TILLY US, LLP|Auditor|$33,076|—|$33,076|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,076

- **Estimated Expense Ratio:** 0.043% 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|$115,978|—|$78,561|$33,076|—|

| 2023|$133,320|—|—|—|—|

| 2022|$98,452|—|—|—|—|

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