Plan Ledger DOL Form 5500 · updated monthly

Leaffilter North, LLC401(k)

LEAFFILTER NORTH, LLC 401(K) PLAN · HUDSON, OH · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Leaffilter North, LLC reported $501,898 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $467 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 rose from 1.02% to 1.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 714th-largest of 3,295 plans among Ohio employers on file, and the 711th of 5,215 in retail trade. In 2024, employees put in $9.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,698,774
Participants with balances3,053
Active participants2,715
Employer contributions$1,268,305
Employee contributions$12,220,256
Employer contribution per active participant$467
Average account balance$14,641
Benefits paid to participants$10,099,337
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.7M · 3,053 accts · $1.3M emplr
2023$36.1M · 4,131 accts · $1.5M emplr
2022$20.6M · 2,582 accts · $720K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$501,898
Total administrative$501,898
The Leaffilter North, LLC 401(k) match · 2024
Employer contribution per active participant$467
Median for plans this size$2,416
2024$467 per active participant
2023$546 per active participant
2022$280 per active participant

Leaffilter North, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$319,915
NOVA 401(K) ASSOCIATES · Recordkeeping · Loan processing$610
ELLSWORTH ADVISORS, LLC · Investment advisory (plan)$106,753
ADMINISTRATIVE FIDUCIARY SERVICES · Investment advisory (plan)$28,057
RSM US LLP · Accounting / audit$24,500

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

Recordkeeper by year2
2024NOVA 401(K) ASSOCIATES, Transamerica
2023Transamerica

This plan has changed recordkeepers within these filings. If you left Leaffilter North, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$501,898 · 1.24%
2023$254,396 · 0.90%
2022$174,634 · 1.02%
Same employer
Similar plansRetail Trade · Ohio
United Dairy Farmers, Inc. OH$44.3M · 0.23%
Micro Electronics, Inc. OH$36.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264198045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.