The Leona Group, Llc 401(k) Plan: Login, Facts & Contact Information

The Leona Group, Llc 401(k) Plan Facts

Plan name
THE LEONA GROUP, LLC EMPLOYEE DEFERRED COMPENSATION PLAN
Plan type
401(k) with employer contributions
Plan sponsor
THE LEONA GROUP, LLC
Participants
1,137 (888 active employees)
Former employees with a balance
148
Plan assets
$36,971,270 at Dec 31, 2024
Average account balance
$74,992 across 493 accounts
Employer contributions
$1,073,918 in plan year 2024 (38% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1996
✓ 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 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.84 million went into the plan in contributions, $1.07 million of it from the employer (38%).
  • $1.50 million was paid out to participants.
  • Investment and other income added $4.21 million.
  • Administrative expenses were $69,534, about $141 per account.

How the The Leona Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,058$43.4 million$1.36 million$3.42 million
20202,003$48.9 million$1.39 million$4.39 million
20211,786$55.1 million$1.62 million$5.18 million
20221,880$27.1 million$1.50 million$4.27 million
20232,117$31.5 million$993,533$2.74 million
20241,137$37.0 million$1.07 million$1.50 million

The Leona Group, Llc 401(k) Contact Information

Phone
517-333-9030
Mailing address
2125 UNIVERSITY PARK DRIVE, OKEMOS MI 48864
Plan sponsor
THE LEONA GROUP, LLC
Employer identification number (EIN)
38-3311066
Plan number
001

Questions about the The Leona Group, Llc 401(k)

Does The Leona Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.07 million, 38% of all contributions.

Does the The Leona Group, Llc 401(k) have automatic enrollment?

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

How many people are in the The Leona Group, Llc 401(k) plan?

1,137 participants at the start of plan year 2024, 888 of them active employees, and 148 former employees who still had money in the plan.

What is the average 401(k) balance at The Leona Group, Llc?

About $74,992 per account: $37.0 million in plan assets across 493 accounts with a balance at the end of plan year 2024.

Who manages the The Leona Group, Llc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Leona Group, Llc. How do I access my 401(k)?

Your account stays with Transamerica 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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