Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

LEADING EDGE FINANCIAL PLANNING LLC 401(k) Plan

What public Form 5500 filings show about the LEADING EDGE FINANCIAL PLANNING LLC 401(k) plan — and how to find and check your own account.

Plan assets
$859K
Participants
10
Plans on file
1

The LEADING EDGE FINANCIAL PLANNING LLC 401(k) on its latest Form 5500

LEADING EDGE FINANCIAL PLANNING LLC (EIN 47-4221739) reports LEADING EDGE FINANCIAL PLANNING 401(K) PLAN on its most recent Form 5500, with $859K in plan assets across 10 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 LEADING EDGE FINANCIAL PLANNING LLC filing — schedules, fees, and providers.

Who runs the LEADING EDGE FINANCIAL PLANNING LLC 401(k)?

LEADING EDGE FINANCIAL PLANNING LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LEADING EDGE FINANCIAL PLANNING LLCHR for the recordkeeper’s name and login.

How to check your LEADING EDGE FINANCIAL PLANNING LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LEADING EDGE FINANCIAL PLANNING LLC 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).
More on this employer: LEADING EDGE FINANCIAL PLANNING LLC — all Form 5500 filings (EIN 47-4221739) · Tennessee employer EIN lookup · Form 5500 search
LEADING EDGE FINANCIAL PLANNING LLC 401(k) Plan — Form 5500