Leona Arizona Employment Group 401(k) match, vesting and fees
What Leona Arizona Employment Group'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Leona Arizona Employment Group: employer contribution per participant | $2,186 | |
| Peer median | $1,684 |
| Leona Arizona Employment Group: average balance | $63,880 | |
| Peer median | $62,952 |
| Leona Arizona Employment Group: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.17% |
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 $19.8M at the end of plan year 2022 to $27.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 849 | $27.1M | $927K | $2,186 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 926 | $23.7M | $852K | $1,847 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 891 | $19.8M | $291K | $689 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Leona Arizona Employment Group match 401(k) contributions?
The match terms for the Laeg 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $927K in employer contributions, about $2,186 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Leona Arizona Employment Group 401(k) match vested?
The vesting schedule for the Laeg 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Leona Arizona Employment Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Leona Arizona Employment Group, Inc.
I left Leona Arizona Employment Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Leona Arizona Employment Group, Inc, (602) 953-2933) or the recordkeeper, Transamerica Retirement Solutions. The Leona Arizona Employment Group old 401(k) page lists the contacts from every plan filing. Find an old Leona Arizona Employment Group 401(k)
Data from the public Form 5500 annual reports Leona Arizona Employment Group filed with the U.S. Department of Labor (plan years 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 Leona Arizona Employment Group. Not financial advice. Report a correction · Methodology