Plan Ledger DOL Form 5500 · updated monthly

Johannes Leonardo, LLC401(k)

JOHANNES LEONARDO, LLC 401(K) RETIREMENT PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Johannes Leonardo, LLC reported $40,909 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $4,949 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.44% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,291st of 5,648), and 7,321st of 11,654 in professional & technical services. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,239,551
Participants with balances241
Active participants142
Employer contributions$702,733
Employee contributions$1,478,577
Employer contribution per active participant$4,949
Average account balance$50,787
Benefits paid to participants$844,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 241 accts · $703K emplr
2023$9.2M · 238 accts · $636K emplr
2022$6.8M · 206 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,588
Investment management$321
Total administrative$40,909
The Johannes Leonardo, LLC 401(k) match · 2024
Employer contribution per active participant$4,949
Median for plans this size$2,416
2024$4,949 per active participant
2023$3,879 per active participant
2022$3,346 per active participant

Johannes Leonardo, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$40,909

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,909 · 0.38%
2023$34,684 · 0.43%
2022$31,437 · 0.44%
Same employer
Similar plansProfessional & Technical Services · New York
Vector Media NY$12.4M · 0.37%
Roth & Company LLP NY$12.4M · 0.38%
Urban Justice Center NY$12.3M · 0.57%
Pawling Corporation NY$12.2M · 0.37%
Ted Moudis Associates, Inc. NY$12.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261250713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.