Plan Ledger DOL Form 5500 · updated monthly

Leslie Equipment Company401(k)

LESLIE EQUIPMENT CO. RETIREMENT SAVINGS PLAN · PLEASANT VALLEY, WV · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Leslie Equipment Company reported $103,072 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,757 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 0.35% to 0.51%. 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 76th-largest of 265 plans among West Virginia employers on file, and the 1,422nd of 5,215 in retail trade. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,628,011
Participants with balances215
Active participants191
Employer contributions$335,510
Employee contributions$949,370
Employer contribution per active participant$1,757
Average account balance$95,944
Benefits paid to participants$2,311,732
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 215 accts · $336K emplr
2023$19.8M · 210 accts · $322K emplr
2022$18.0M · 201 accts · $293K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,019
Investment management$33,053
Total administrative$103,072
The Leslie Equipment Company 401(k) match · 2024
Employer contribution per active participant$1,757
Median for plans this size$2,416
2024$1,757 per active participant
2023$1,781 per active participant
2022$1,687 per active participant

Leslie Equipment Company'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 · 20242
RAYMOND JAMES · Investment advisory (plan)$33,053

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$103,072 · 0.51%
2023$90,553 · 0.48%
2022$66,027 · 0.35%
Same employer
Similar plansRetail Trade · West Virginia
Voss Auto Network OH$20.7M · 0.68%
Mars Holdings, LLC MD$20.7M · 0.20%
T.R. Nelson, Inc. WI$20.7M · 0.67%
Cohen Holdings, Inc. OH$20.6M · 0.41%
Groundspeak, Inc. WA$20.6M · 0.37%
Komoto Pharmacy, Inc. CA$20.6M · 0.05%
Pape Chevrolet, Inc. ME$20.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550493180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.