Plan Ledger DOL Form 5500 · updated monthly

Leonard Services, Inc.401(k)

LEONARD SERVICES, INC. 401(K) PLAN · ANAHEIM, CA · plan year 2023

Reported admin expense ratio · 2023
0.06%

Leonard Services, Inc. reported $730 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (8,548th of 9,483), and 4,972nd of 5,337 in construction.

Plan summary
Net assets, end of year$1,487,085
Participants with balances80
Active participants123
Employer contributions—
Employee contributions$259,009
Employer contribution per active participant—
Average account balance$18,589
Benefits paid to participants$103,016
Plan auditUnmodified (clean) audit opinion
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$280
NFP RETIREMENT, INC. · Consultingindirect comp

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

Administrative cost history1
2023$730 · 0.06%
Similar plansConstruction · California
Elite Team Offices, Inc CA$1.6M · 0.74%
Green Wall Tech Inc. CA$1.5M · 0.05%
Damato Associates, Inc. CA$1.5M · 1.01%
Seal Electric, Inc. CA$1.5M · 0.21%
Design Masonry, Inc. CA$1.5M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 901501132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.