Plan Ledger DOL Form 5500 · updated monthly

Leonard Services, Inc.401(k)

LEONARD SERVICES, INC. 401(K) PLAN · ANAHEIM, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

Leonard Services, Inc. reported $460 in plan administrative expenses for 2022: 0.04% 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 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (8,749th of 9,483), and 5,077th of 5,337 in construction.

Plan summary
Net assets, end of year$1,139,858
Participants with balances80
Active participants148
Employer contributions—
Employee contributions$256,484
Employer contribution per active participant—
Average account balance$14,248
Benefits paid to participants$107,407
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$460
Total administrative$460
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 history1
2022$460 · 0.04%
Similar plansConstruction · California
Capital City Drywall Inc CA$1.2M · 1.58%
Aragon Construction, Inc. CA$1.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952691256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.