Leonard Management 401(k) Plan
Sponsored by Leonard Management · EIN 421426079 · Plan #003
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 701
- With balances
- 226
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,223 |
| Bank Of America Na | Investment advisory (plan) | $9,385 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,250 |