Leonard Holding Company 401(k) Plan
Sponsored by Leonard Holding Company · EIN 880329816 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 473
- With balances
- 716
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan), Investment management, Investment management fees (direct) | $41,984 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | -$10,802 |