How big is Leo Wolleman, Inc.'s plan?

Leo Wolleman, Inc.'s plan reported $2.0M in assets and 12 participants for 2024.

Original filing (PDF)20250709050459NAL0004492385001

Leo Wolleman, Inc.

Name: Leo Wolleman, Inc. — Leo Wolleman, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Leo Wolleman, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leo Wolleman, Inc. 401(k) Plan

401(k) retirement plan · Leo Wolleman, Inc.'s Leo Wolleman, Inc. 401(k) Plan held $2.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

David Stein signed Leo Wolleman, Inc.'s 2024 Form 5500 as plan administrator.

David Stein — 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

Leo Wolleman, Inc.'s EIN is 13-1611364.

EIN 13-1611364

Plan number 003

Plan year 2024

ACK ID 20250709050459NAL0004492385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leo Wolleman, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leo Wolleman, Inc.'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 LEO WOLLEMAN, INC..

Finding similar companies…

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