Leaderone Financial Corp. 401(k) Plan
What public Form 5500 filings show about the Leaderone Financial Corp. 401(k) plan — and how to find and check your own account.
The Leaderone Financial Corp. 401(k) on its latest Form 5500
Leaderone Financial Corp. (EIN 48-1148159) reports LEADERONE FINANCIAL CORP. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $29.9M in plan assets across 594 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Leaderone Financial Corp. filing — schedules, fees, and providers.
Who runs the Leaderone Financial Corp. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Leaderone Financial Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SIGMA FINANCIAL, RICHEY MAY & CO.
How to check your Leaderone Financial Corp. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask Leaderone Financial Corp. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).