AUMdb

Leading Plan Solutions Pooled Employer Plan #1

Sponsored by Leading Plan Solutions, Inc. · EIN 862271858 · Plan #001

Total assets
$51.5M
Net assets
$51.5M
Active participants
517
With balances
342

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Leading Retirement Solutions, Llc Recordkeeping $21,329