Plan Ledger DOL Form 5500 · updated monthly

Leitner Poma of America, Inc401(k)

LEITNER POMA OF AMERICA, INC 401(K) PLAN · GRAND JUNCTION, CO · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Leitner Poma of America, Inc reported $54,028 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,712 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 3 years on file its reported administrative ratio has held roughly steady near 0.234%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 428th-largest of 1,461 plans among Colorado employers on file, and the 5,154th of 13,661 in manufacturing. In 2024, employees put in $4.13 for every $1.00 the employer contributed; active participation has grown from 87 to 206 since 2022.

Plan summary
Net assets, end of year$24,860,925
Participants with balances231
Active participants206
Employer contributions$352,588
Employee contributions$1,455,130
Employer contribution per active participant$1,712
Average account balance$107,623
Benefits paid to participants$1,055,222
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 231 accts · $353K emplr
2023$21.2M · 197 accts · $307K emplr
2022$18.2M · 181 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,028
Total administrative$54,028
The Leitner Poma of America, Inc 401(k) match · 2024
Employer contribution per active participant$1,712
Median for plans this size$2,416
2024$1,712 per active participant
2023$1,527 per active participant
2022$3,185 per active participant

Leitner Poma of America, Inc's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
GREAT WEST LIFE & ANNUITY INSURANCE$27,313
LPL FINANCIAL LLC · Investment advisory (plan)$20,100
QUALIFIED PENSION SERVICES · Contract administrator$8,305

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

Administrative cost history3
2024$54,028 · 0.23%
2023$43,670 · 0.22%
2022$45,929 · 0.23%
Same employer
Similar plansManufacturing · Colorado
Boulder Scientific Company CO$28.2M · 0.32%
First Rf Corporation CO$27.0M · 0.01%
Circle Graphics Inc. CO$25.7M · 0.89%
Dpix, LLC CO$25.7M · 0.25%
Wright & McGill Company CO$24.1M · 0.42%
Honeybee Robotics LLC CO$24.1M · 0.10%
Quantinuum LLC CO$21.9M · 0.33%
Boa Technology Inc. CO$21.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840840513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.