Leonard's Express 401(k) match, vesting and fees
What Leonard's Express' 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 | Davie Kaplan Cpa PC (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 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Leonard's Express: employer contribution per participant | $1,866 | |
| Peer median | $1,244 |
| Leonard's Express: average balance | $38,681 | |
| Peer median | $40,518 |
| Leonard's Express: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.37% |
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 $26M at the end of plan year 2023 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 795 | $29.9M | $1.4M | $1,866 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 790 | $26M | $1.5M | $1,946 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Leonard's Express match 401(k) contributions?
The match terms for the Leonard'S Express, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $1,866 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Leonard's Express 401(k) match vested?
The vesting schedule for the Leonard'S Express, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Leonard's Express 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Leonard'S Express, Inc..
I left Leonard's Express. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Leonard'S Express, Inc., (585) 924-8140) or the recordkeeper, Transamerica Retirement Solutions. The Leonard's Express old 401(k) page lists the contacts from every plan filing. Find an old Leonard's Express 401(k)
Data from the public Form 5500 annual reports Leonard's Express 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 Leonard's Express. Not financial advice. Report a correction · Methodology