Leonard's Express, Inc. 401(k) Savings Plan
Sponsored by Leonard's Express, Inc. · EIN 161595778 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 585
- With balances
- 773
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
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) | $100,846 |
| Ubs Financial Services Inc. | Consulting (general), Insurance services, Investment advisory (plan) | $51,504 |
| Davie Kaplan Cpa | Accounting, Direct payment from the plan | $8,725 |