Plan Ledger DOL Form 5500 · updated monthly

Leanin' Tree, Inc.401(k)

LEANIN' TREE, INC. 401(K) PLAN · BOULDER, CO · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Leanin' Tree, Inc. reported $59,651 in plan administrative expenses for 2022: 0.36% of average plan assets, above the peer median. Employer contributions averaged $820 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 0.36% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 696th-largest of 1,461 plans among Colorado employers on file, and 7,729th of 13,661 in manufacturing. In 2022, employees put in $7.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,949,526
Participants with balances162
Active participants131
Employer contributions$107,413
Employee contributions$778,583
Employer contribution per active participant$820
Average account balance$79,935
Benefits paid to participants$4,117,736
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 157 accts · $112K emplr
2023$12.5M · 163 accts
2022$12.9M · 162 accts · $107K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$59,651
Total administrative$59,651
The Leanin' Tree, Inc. 401(k) match · 2022
Employer contribution per active participant$820
Median for plans this size$2,266
2024$838 per active participant
2022$820 per active participant

Leanin' Tree, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$47,385 · 0.40%
2023$51,391 · 0.40%
2022$59,651 · 0.36%
Same employer
Similar plansManufacturing · Colorado
Rocla Concrete Tie, Inc. CO$14.2M · 0.15%
Popsockets LLC CO$14.0M · 0.00%
Advanced Circuits, Inc. CO$13.9M · 0.48%
Golden Aluminum, Inc. CO$13.2M · 0.29%
Ellab, Inc. CO$12.7M · 0.96%
Lewis Bolt & Nut Company CO$12.0M · 0.41%
Hutchison, Inc. CO$11.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841130457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.