Original filing (PDF)20250718100926NAL0002527042001

LEER FINANCIAL WEALTH MANAGEMENT LLC

Name: LEER FINANCIAL WEALTH MANAGEMENT LLC — LEER FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: LEER FINANCIAL WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

LEER FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

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.

Decision-maker contacts

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

Plan sponsor

Name

LEER FINANCIAL WEALTH MANAGEMENT LLC

EIN

26-1165292all filings

Address

12412 POWERSCOURT DRIVE · SUITE 30 · SAINT LOUIS, MO · 63131

Phone

(314) 394-2354

Industry

Finance & Insurancesee all

Plan administrator