Stew Leonard's 401(k) match, vesting and fees
What Stew 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 126 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Stew Leonard's: employer contribution per participant | $928 | |
| Peer median | $996 |
| Stew Leonard's: average balance | $65,573 | |
| Peer median | $47,401 |
| Stew Leonard's: admin expenses ÷ assets | 0.13% | |
| 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 $111M at the end of plan year 2021 to $131M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,076 | $131M | $1.9M | $928 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 2,010 | $115M | $1.7M | $891 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,981 | $108M | $1.8M | $940 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 1,896 | $93.5M | $1.7M | $927 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 1,847 | $111M | $1.6M | $893 | 0.07% | Not published | Form 5500 ↗ |
Other Stew Leonard's plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stew Leonard'S Management Retirement Plan
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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Stew Leonard's match 401(k) contributions?
The match terms for the Stew Leonard'S 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.9M in employer contributions, about $928 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stew Leonard's 401(k) match vested?
The vesting schedule for the Stew Leonard'S 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stew Leonard's 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Stew Leonard'S.
I left Stew Leonard's. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stew Leonard'S, (203) 847-7213) or the recordkeeper, The Vanguard Group, Inc.. The Stew Leonard's old 401(k) page lists the contacts from every plan filing. Find an old Stew Leonard's 401(k)
Data from the public Form 5500 annual reports Stew Leonard's 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 Stew Leonard's. Not financial advice. Report a correction · Methodology