Leavitt Group Enterprises 401(k) match, vesting and fees
What Leavitt Group Enterprises' 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Hintonburdick Cpa'S and Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Leavitt Group Enterprises: employer contribution per participant | $1,209 | |
| Peer median | $2,966 |
| Leavitt Group Enterprises: average balance | $52,547 | |
| Peer median | $104,792 |
| Leavitt Group Enterprises: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.10% |
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 $211M at the end of plan year 2023 to $244M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,854 | $244M | $5.6M | $1,209 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 4,344 | $211M | $5M | $1,167 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Leavitt Group Enterprises match 401(k) contributions?
The match terms for the The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $5.6M in employer contributions, about $1,209 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Leavitt Group Enterprises 401(k) match vested?
The vesting schedule for the The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Leavitt Group Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Leavitt Group Enterprises, Inc..
I left Leavitt Group Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Leavitt Group Enterprises, Inc., (435) 586-6553) or the recordkeeper, Empower Annuity Insurance Company. The Leavitt Group Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Leavitt Group Enterprises 401(k)
Data from the public Form 5500 annual reports Leavitt Group Enterprises filed with the U.S. Department of Labor (plan years 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 Leavitt Group Enterprises. Not financial advice. Report a correction · Methodology