Plan Ledger DOL Form 5500 · updated monthly

Leppo, Inc.401(k)

LEPPO, INC. PROFIT SHARING AND 401(K) PLAN · KENT, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Leppo, Inc. reported $79,169 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,366 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 0.25% to 0.27%. 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 967th-largest of 3,295 plans among Ohio employers on file, and the 1,019th of 5,215 in retail trade. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 243 to 273 since 2022.

Plan summary
Net assets, end of year$30,201,293
Participants with balances301
Active participants273
Employer contributions$918,842
Employee contributions$1,783,279
Employer contribution per active participant$3,366
Average account balance$100,337
Benefits paid to participants$4,244,751
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 301 accts · $919K emplr
2023$27.7M · 323 accts · $958K emplr
2022$23.8M · 300 accts · $799K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,284
Investment management$49,885
Total administrative$79,169
The Leppo, Inc. 401(k) match · 2024
Employer contribution per active participant$3,366
Median for plans this size$2,416
2024$3,366 per active participant
2023$3,327 per active participant
2022$3,289 per active participant

Leppo, Inc.'s 2024 employer contribution ran above 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 · 20242
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$49,885

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$79,169 · 0.27%
2023$66,254 · 0.26%
2022$63,293 · 0.25%
Same employer
Similar plansRetail Trade · Ohio
Ferno-Washington, Inc. OH$33.1M · 0.09%
Brunswick Auto Mart, Inc. OH$32.8M · 0.08%
Tire Discounters, Inc. OH$32.6M · 0.90%
R & R, Inc. OH$31.4M · 0.47%
True North Management, LLC OH$30.1M · 0.40%
McPc Holdings, Inc. OH$29.9M · 0.43%
Campbell Oil Company, Inc. OH$26.2M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340907347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.