401k Record

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Leadership Connect 401(k)

Administrative expenses excluding investment management, per participant · Leadership Connect, Inc. Retirement Plan · plan year 2024

$114.67

Higher than 54% of the 14,713 plans $1 to 10M that report it.

Source

= $14,448 / 126
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010090204NAL0007839969001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010090204NAL0007839969001, received 2025-10-10

10th: $13.66median $103.3390th: $302.77

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$114.67

10th: $19.42median $150.2790th: $370.75

Higher than 40% of the 15,210 plans $1 to 10M that report it.

Source

= $14,448 / 126
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010090204NAL0007839969001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010090204NAL0007839969001, received 2025-10-10

Administrative expenses as a share of assets

0.146%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 19% of the 15,243 plans $1 to 10M that report it.

Source

= $14,448 / $9,912,058
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010090204NAL0007839969001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010090204NAL0007839969001, received 2025-10-10

Employer contributions per participant

$471

10th: $357median $1,32390th: $2,861

Higher than 15% of the 13,342 plans $1 to 10M that report it.

Source

= $59,349 / 126
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010090204NAL0007839969001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010090204NAL0007839969001, received 2025-10-10

Employer share of total contributions

7.6%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 5% of the 13,370 plans $1 to 10M that report it.

Source

= $59,349 / $782,673
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010090204NAL0007839969001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010090204NAL0007839969001, received 2025-10-10

Plan terms, as stated in Leadership Connect, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2S pre-approved plan document · 2E profit-sharing · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010090204NAL0007839969001, received 2025-10-10

Full record, Leadership Connect, Inc. Retirement Plan

FieldValueSource
Plan sponsorLEADERSHIP CONNECT, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010090204NAL0007839969001, received 2025-10-10
Plan nameLEADERSHIP CONNECT, INC. RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010090204NAL0007839969001, received 2025-10-10
Sponsor EIN / plan number52-0888981 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010090204NAL0007839969001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010090204NAL0007839969001, received 2025-10-10
Sponsor locationWASHINGTON, DCForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010090204NAL0007839969001, received 2025-10-10
Industry (business code)519100, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010090204NAL0007839969001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010090204NAL0007839969001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010090204NAL0007839969001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010090204NAL0007839969001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010090204NAL0007839969001, received 2025-10-10
Participants, beginning of year133Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010090204NAL0007839969001, received 2025-10-10
Active participants88Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010090204NAL0007839969001, received 2025-10-10
Participants, end of year126Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010090204NAL0007839969001, received 2025-10-10
Participants with an account balance126Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010090204NAL0007839969001, received 2025-10-10
Total assets, beginning of year$8,746,110Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010090204NAL0007839969001, received 2025-10-10
Total assets, end of year$9,912,058Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010090204NAL0007839969001, received 2025-10-10
Net assets, end of year$9,912,058Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010090204NAL0007839969001, received 2025-10-10
Total income$2,174,550Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010090204NAL0007839969001, received 2025-10-10
Net income$1,165,948Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010090204NAL0007839969001, received 2025-10-10
Employer contributions$59,349Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010090204NAL0007839969001, received 2025-10-10
Participant contributions$723,324Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010090204NAL0007839969001, received 2025-10-10
Total contributions$782,673Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010090204NAL0007839969001, received 2025-10-10
Benefit payments$950,388Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010090204NAL0007839969001, received 2025-10-10
Total expenses (incl. benefit payments)$1,008,602Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010090204NAL0007839969001, received 2025-10-10
Total administrative expenses$14,448Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010090204NAL0007839969001, received 2025-10-10
Contract administrator fees$14,448Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010090204NAL0007839969001, received 2025-10-10
Administrative expenses excluding investment management$14,448derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010090204NAL0007839969001, received 2025-10-10
Held in mutual funds$9,565,120Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010090204NAL0007839969001, received 2025-10-10
Independent auditorPRICEKUBECKA, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010090204NAL0007839969001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010090204NAL0007839969001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
THE VANGUARD GROUP, INC.recordkeeperNONE 99 Other fees; 15 Recordkeeping and information management; 64 Recordkeeping fees; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 68 Soft dollars commissions $14,448yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010090204NAL0007839969001, received 2025-10-10.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

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Sponsor name as filed: LEADERSHIP CONNECT, INC.; SEC registrant: Leadership Connect, Inc. (CIK 2100500, matched by EIN).