Retirement plan

LEONARD GREEN & PARTNERS RETIREMENT PLAN

Name: LEONARD GREEN & PARTNERS, LP - LEONARD GREEN & PARTNERS RETIREMENT PLAN (2023) Form 5500
Creator: LEONARD GREEN & PARTNERS, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEONARD GREEN & PARTNERS RETIREMENT PLAN, LEONARD GREEN & PARTNERS, LP

LEONARD GREEN & PARTNERS, LPEIN 95-4485736Plan #002PY 2023

11111 SANTA MONICA BLVD, SUITE 2000 - LOS ANGELES, CA 90025310-481-1651leonardgreen.comLinkedIn51-200 employeesfinancial services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$54.4M

+20.1% from 2022

Total participants

123

+1.7% from 2022

Average account balance

$485,749

+16.9% from 2022

Annual return

14.98%

+32.29 pp from 2022

Benchmarks

See 2,152 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,152 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$68.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$567K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

121

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

109.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.99M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$19116

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$21665 / participant

Other / not subdivided$2M100.0%

% of EOY assets

4.022%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$485,749

$130,294+272.8%

$170,057+185.6%

$71,529+579.1%

Participation rate

89.1%

86.2%+2.9pp

87.0%+2.1pp

67.9%+21.2pp

Annual return

14.98%

20.36%-5.4pp

53.42%-38.4pp

28.97%-14.0pp

Employer contribution / active EE

$26,716

$4,385+509.3%

$6,790+293.4%

$2,590+931.6%

Participant deferral / active EE

$17,669

$6,928+155.0%

$10,411+69.7%

$4,291+311.7%

Admin fee / account holder

$19,537

$966+1921.8%

$12,826+52.3%

$1,588+1129.9%

LEONARD GREEN & PARTNERS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEONARD GREEN & PARTNERS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion