How big is Leppert Group LLC's plan?

Leppert Group LLC's plan reported $2.5M in assets and 14 participants for 2024.

Original filing (PDF)20251010144829NAL0018871778001

Leppert Group LLC

Name: Leppert Group LLC — Leppert Group LLC 401(k) Plan, Form 5500 (2024)
Creator: Leppert Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leppert Group LLC 401(k) Plan

401(k) retirement plan · Leppert Group LLC's Leppert Group LLC 401(k) Plan held $2.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Georgeann Gregory signed Leppert Group LLC's 2024 Form 5500 as plan administrator.

Georgeann Gregory — 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

Leppert Group LLC's EIN is 22-3662348.

EIN 22-3662348

Plan number 001

Plan year 2024

ACK ID 20251010144829NAL0018871778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leppert Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leppert Group LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEPPERT GROUP 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