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Original filing (PDF)20250916070506NAL0001743953001
LEONARD MANAGEMENT
Form 5500
FILING_RECEIVED
LEONARD MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
~141 bps in Sched C fees
Active participants
701
Accounts w/ balance
226
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 141 bps in Schedule C fees — 171% above peer band of 52 bps.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEONARD MANAGEMENT.
Plan sponsor
Name
LEONARD MANAGEMENT
EIN
42-1426079
Address
1408 VETERANS DRIVE, SUITE 202 · ELKHORN, NE · 68022
Phone
(402) 932-6550
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES, LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WENDLING NOE NELSON & JOHNSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $48K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISORY-PLAN | $9K | — |
Investments
21 direct securities · 1 pooled fund· $3.9M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.3M
20 holdings
Mutual Funds
$642K
1 holding
Common Collective Trust
$13K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 K Fund N/A | Mutual Funds | — | — | $642K | 15.1% | |
| BlackRock LifePath Index Retirement K Fund N/A | — | — | — | $526K | 12.4% | |
| BlackRock LifePath Index 2045 K Fund N/A | — | — | — | $404K | 9.5% | |
| BlackRock LifePath Index 2035 K Fund N/A | — | — | — | $387K | 9.1% | |
| BlackRock LifePath Index 2055 K Fund N/A | — | — | — | $352K | 8.3% | |
| BlackRock LifePath Index 2040 K Fund N/A | — | — | — | $297K | 7.0% | |
| BlackRock LifePath Index 2030 K Fund N/A | — | — | — | $270K | 6.3% | |
| BlackRock LifePath Index 2060 K Fund N/A | — | — | — | $224K | 5.3% | |
| BlackRock iShares S&P 500 Index K Fund N/A | — | — | — | $201K | 4.7% | |
| BlackRock iShares MSCI EAFE International Index K Fund N/A | — | — | — | $136K | 3.2% | |
| Legg Mason ClearBridge Large Cap Growth IS Fund N/A | — | — | — | $95K | 2.2% | |
| Invesco Diversified Dividend R6 Fund N/A | — | — | — | $88K | 2.1% | |
| BlackRock iShares US Aggregate Bond Index K Fund N/A | — | — | — | $48K | 1.1% | |
| Legg Mason Western Asset Core Bond IS Fund N/A | — | — | — | $48K | 1.1% | |
| American Century Investments Inflation Adjusted Bond Fund N/A | — | — | — | $43K | 1.0% | |
| BlackRock iShares Russell 2000 Small Cap Index K Fund N/A | — | — | — | $39K | 0.9% | |
| PGIM Funds Jennison Small Company R6 Fund N/A | — | — | — | $36K | 0.8% | |
| Wells Fargo Funds Special Small Cap Value R6 Fund N/A | — | — | — | $35K | 0.8% | |
| BlackRock iShares Russell Mid Cap Index K Fund N/A | — | — | — | $34K | 0.8% | |
| late to Plan are included: not corrected outside VFCP in VFCP 2002‐51 $ 24,088 ‐ | — | — | — | $24K | 0.6% | |
| GALLIARD STABLE RETURN C GALLIARD · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $13K | 0.3% | |
| BlackRock LifePath Index 2065 K Fund N/A | — | — | — | $9K | 0.2% |
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