LEADING PLAN SOLUTIONS, INC. 401(k) Plan
What public Form 5500 filings show about the LEADING PLAN SOLUTIONS, INC. 401(k) plan — and how to find and check your own account.
The LEADING PLAN SOLUTIONS, INC. 401(k) on its latest Form 5500
LEADING PLAN SOLUTIONS, INC. (EIN 86-2271858) reports LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1 on its most recent Form 5500, with $60.4M in plan assets across 1,228 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 PLAN SOLUTIONS, INC. filing — schedules, fees, and providers.
Who runs the LEADING PLAN SOLUTIONS, INC. 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 LEADING RETIREMENT SOLUTIONS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEADING PLAN SOLUTIONS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUST INTEGRITAS, HFM INVESTMENT ADVISORS.
How to check your LEADING PLAN SOLUTIONS, INC. 401(k)
- Log in to LEADING RETIREMENT SOLUTIONS’s participant portal (the site on your statements).
- Ask LEADING PLAN SOLUTIONS, INC. 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).