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LEADING EDGE INVESTMENT ADVISORS, LLC 401(k) Plan

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

Plan assets
$7.1M
Participants
13
Plans on file
1

The LEADING EDGE INVESTMENT ADVISORS, LLC 401(k) on its latest Form 5500

LEADING EDGE INVESTMENT ADVISORS, LLC (EIN 38-3722349) reports LEADING EDGE INVESTMENT ADVISORS, LLC CUSTOM 401(K) PLAN on its most recent Form 5500, with $7.1M in plan assets across 13 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 INVESTMENT ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the LEADING EDGE INVESTMENT ADVISORS, LLC 401(k)?

LEADING EDGE INVESTMENT ADVISORS, 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 INVESTMENT ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your LEADING EDGE INVESTMENT ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LEADING EDGE INVESTMENT ADVISORS, 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 INVESTMENT ADVISORS, LLC — all Form 5500 filings (EIN 38-3722349) · California employer EIN lookup · Form 5500 search
LEADING EDGE INVESTMENT ADVISORS, LLC 401(k) Plan — Form 5500