How big is Leone & Wenning, LLC's plan?

Leone & Wenning, LLC's plan reported $6.6M in assets and 9 participants for 2024.

Original filing (PDF)20250701182106NAL0031175362001

Leone & Wenning, LLC

Name: Leone & Wenning, LLC — Leone & Wenning 401(k), Form 5500 (2024)
Creator: Leone & Wenning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leone & Wenning 401(k)

401(k) retirement plan · Leone & Wenning, LLC's Leone & Wenning 401(k) held $6.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Nick Rice signed Leone & Wenning, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leone & Wenning, LLC's EIN is 06-1738268.

EIN 06-1738268

Plan number 001

Plan year 2024

ACK ID 20250701182106NAL0031175362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leone & Wenning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leone & Wenning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEONE & WENNING, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LEONE & WENNING, LLC

EIN

all filings

Address

33 RECKLESS PLACE · RED BANK, NJ · 07701

Phone

(732) 741-1770

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator