Leupold & Stevens, Inc. 401(k) Plan: Login, Facts & Contact Information

Leupold & Stevens, Inc. 401(k) Plan Facts

Plan name
LEUPOLD & STEVENS RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEUPOLD & STEVENS, INC.
Participants
1,037 (805 active employees)
Former employees with a balance
225
Plan assets
$147,072,433 at Dec 31, 2024
Average account balance
$141,688 across 1,038 accounts
Employer contributions
$4,724,886 in plan year 2024 (40% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1988
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.7 million went into the plan in contributions, $4.72 million of it from the employer (40%).
  • $7.39 million was paid out to participants.
  • Investment and other income added $17.6 million.
  • Administrative expenses were $146,285, about $141 per account.

How the Leupold & Stevens, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019877$91.5 million$2.89 million$9.47 million
2020896$106.0 million$3.42 million$8.93 million
2021841$120.1 million$3.80 million$9.33 million
2022968$103.3 million$4.40 million$7.67 million
20231,052$125.3 million$4.61 million$9.86 million
20241,037$147.1 million$4.72 million$7.39 million

Leupold & Stevens, Inc. 401(k) Contact Information

Phone
503-646-9171
Mailing address
P. O. BOX 688, BEAVERTON OR 970750688
Plan sponsor
LEUPOLD & STEVENS, INC.
Employer identification number (EIN)
93-0372974
Plan number
002

Questions about the Leupold & Stevens, Inc. 401(k)

Does Leupold & Stevens, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.72 million, 40% of all contributions.

Does the Leupold & Stevens, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Leupold & Stevens, Inc 401(k) plan?

1,037 participants at the start of plan year 2024, 805 of them active employees, and 225 former employees who still had money in the plan.

What is the average 401(k) balance at Leupold & Stevens, Inc?

About $141,688 per account: $147.1 million in plan assets across 1,038 accounts with a balance at the end of plan year 2024.

Who manages the Leupold & Stevens, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Leupold & Stevens, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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