· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEO MORTGAGE INC. — LEO MORTGAGE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250521154616NAL0003440464001
LEO MORTGAGE INC.
Form 5500-SF
FILING_RECEIVED
LEO MORTGAGE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEO MORTGAGE INC.
.
Find decision makers
Plan sponsor
Name
LEO MORTGAGE INC.
EIN
11-3671408
Address
921-A NORTH BETHLEHEM PIKE · SUITE 208 · AMBLER, PA · 19002
Phone
(215) 542-9900
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
ERIR TITLE AGENCY, INC
ERIE TITLE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 9 participants
EXECUTIVE HOMESEARCH & REALTY SERVICES, INC.
EXECUTIVE HOMESEARCH AND REALTY SERVICES, INC. CODA PROFIT SHARING PLAN
$1.0M · 70 participants
THE LEINBACH COMPANY
LEINBACH COMPANY PROFIT SHARING PLAN
$1.0M · 2 participants
HIDDEN VALLEY LAKE ASSOCIATION
HIDDEN VALLEY LAKE ASSOCIATION 401(K) PLAN
$1.0M · 50 participants
K & F 1984 LLC
K & F 1984 LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 31 participants
NATHAN HALE HOUSING CO., INC.
NATHAN HALE HOUSING CO., INC. PROFIT SHARING PLAN
$1.0M · 6 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B