How big is Howard Leasing, Inc.'s plan?

Howard Leasing, Inc.'s plan reported $4.5M in assets and 292 participants for 2024.

Original filing (PDF)20251014153316NAL0001622515001

Howard Leasing, Inc.

Name: Howard Leasing, Inc. — Howard Leasing, Inc. 401(k), Form 5500 (2024)
Creator: Howard Leasing, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Howard Leasing, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Howard Leasing, Inc.'s Howard Leasing, Inc. 401(k) Profit Sharing Plan held $4.5M in plan assets for 292 participants in 2024.

Signals · 5

Possibly inadequate fidelity bond26% in single holdingCorrective distributions issued~108 bps in Sched C feesNo recordkeeper disclosed

Active participants

292

Accounts w/ balance

164

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Howard Leasing, Inc.'s EIN is 20-2301298.

EIN 20-2301298

Plan number 001

Plan year 2024

ACK ID 20251014153316NAL0001622515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Howard Leasing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Howard Leasing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

HOWARD LEASING, INC.

EIN

all filings

Address

6302 MANATEE AVENUE WEST · SUITE K · BRADENTON, FL · 34209

Phone

(941) 761-7704

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP	59-2749576	—	INVESTMENT MGMT	$6K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$35K	—
HOWARD LEASING, INC.

Investments

34 direct securities· $4.3M(95% of reported assets)

Mutual Funds

$2.2M

26 holdings

Common Collective Trusts

$1.4M

2 holdings

Other securities

$557K

5 holdings

Participant loans

$104K

1 holding

					% of plan
Vanguard Total Stock Market Index Admiral	Common Collective Trusts	—	—	$1.1M	25.2%
Vanguard Intermediate-Term Bond Index Ad	Mutual Funds	—	—	$415K	9.3%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$289K	6.5%
T. Rowe Price Blue Chip Growth	Other securities	—	—	$286K	6.4%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$238K	5.3%
Vanguard Consumer Staples Index	Mutual Funds	—	—	$226K	5.0%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$213K	4.7%
iShares MSCI EAFE International Index K	Other securities	—	—	$206K	4.6%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$199K	4.4%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$193K	4.3%
Vanguard Federal Money Market	Mutual Funds	—	—	$185K	4.1%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$135K	3.0%
Participant Loans	Participant loans	—	—	$104K	2.3%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$66K	1.5%
T. Rowe Price QM US Small-Cap Gr Eq I	Other securities	—	—	$61K	1.4%
Vanguard Utilities Index Admiral	Mutual Funds	—	—	$54K	1.2%
Fidelity US Bond Index	Mutual Funds	—	—	$49K	1.1%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$38K	0.9%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$38K	0.8%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$32K	0.7%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$27K	0.6%
DFA US Targeted Value I	Mutual Funds	—	—	$18K	0.4%
Dodge & Cox Income	Mutual Funds	—	—	$15K	0.3%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$10K	0.2%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$9K	0.2%
Vanguard Mid Cap Value Index Admiral	Mutual Funds	—	—	$9K	0.2%
Vanguard Short-Term Bond Index Admiral	Mutual Funds	—	—	$9K	0.2%
MFS Value Fund Class R6	Mutual Funds	—	—	$3K	<0.1%
Vanguard Target Retirement Income	Mutual Funds	—	—	$2K	<0.1%
Eaton Vance Atlanta Capital SMID-Cap I	Other securities	—	—	$2K	<0.1%
Prudential High Yield Z	Other securities	—	—	$1K	<0.1%
Vanguard Developed Market Index Adm	Mutual Funds	—	—	$747	<0.1%
Vanguard Short-Term Inf Prot Index Admir	Mutual Funds	—	—	$483	<0.1%
Vanguard Target Retirement 2070	Mutual Funds	—	—	$281	<0.1%