Hal Leonard 401(k) match, vesting and fees
What Hal Leonard's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Hal Leonard: employer contribution per participant | $999 | |
| Peer median | $2,049 |
| Hal Leonard: average balance | $100,499 | |
| Peer median | $79,099 |
| Hal Leonard: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $57.6M at the end of plan year 2021 to $54M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 538 | $54M | $536K | $999 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 544 | $49.9M | $655K | $1,231 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 574 | $47.2M | $643K | $1,148 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 555 | $57.6M | $281K | $511 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Hal Leonard match 401(k) contributions?
The match terms for the Hal Leonard LLC Deferred Compensation Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $536K in employer contributions, about $999 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hal Leonard 401(k) match vested?
The vesting schedule for the Hal Leonard LLC Deferred Compensation Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hal Leonard 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Hal Leonard LLC.
I left Hal Leonard. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hal Leonard LLC, (414) 774-3630) or the recordkeeper, Oneamerica Retirement Services LLC. The Hal Leonard old 401(k) page lists the contacts from every plan filing. Find an old Hal Leonard 401(k)
Data from the public Form 5500 annual reports Hal Leonard filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hal Leonard. Not financial advice. Report a correction · Methodology