Leonard Green & Partners 401(k) match, vesting and fees
What Leonard Green & Partners' 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 | Mariner Wealth Advisors, LLC | Schedule C ↗ |
| Independent auditor | Pension Assurance 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 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Leonard Green & Partners: employer contribution per participant | $19,017 | |
| Peer median | $3,122 |
| Leonard Green & Partners: average balance | $605,628 | |
| Peer median | $111,687 |
| Leonard Green & Partners: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.20% |
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 $55M at the end of plan year 2021 to $81.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 145 | $81.2M | $2.5M | $19,017 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 132 | $68.6M | $3.2M | $26,403 | 0.12% | Not published | 5500-SF ↗ |
| 2023 | 123 | $54.4M | $2.7M | $24,092 | 0.09% | Not published | 5500-SF ↗ |
| 2022 | 121 | $45.3M | $1.6M | $15,061 | <0.01% | Not published | 5500-SF ↗ |
| 2021 | 109 | $55M | $1.9M | $17,386 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Leonard Green & Partners match 401(k) contributions?
The match terms for the Leonard Green & Partners Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.5M in employer contributions, about $19,017 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Leonard Green & Partners 401(k) match vested?
The vesting schedule for the Leonard Green & Partners Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Leonard Green & Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Mariner Wealth Advisors, LLC. The plan administrator is Pentegra Retirement Services, Inc..
I left Leonard Green & Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Retirement Services, Inc., (844) 367-2848) or the recordkeeper, Mariner Wealth Advisors, LLC. The Leonard Green & Partners old 401(k) page lists the contacts from every plan filing. Find an old Leonard Green & Partners 401(k)
Data from the public Form 5500 annual reports Leonard Green & Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Leonard Green & Partners. Not financial advice. Report a correction · Methodology