How big is LEER Financial Wealth Management LLC's plan?

LEER Financial Wealth Management LLC's plan reported $12K in assets and 2 participants for 2024.

Original filing (PDF)20250718100926NAL0002527042001

LEER Financial Wealth Management LLC

Name: LEER Financial Wealth Management LLC — LEER Financia, Form 5500 (2024)
Creator: LEER Financial Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEER Financial 401(k) Plan

401(k) retirement plan · LEER Financial Wealth Management LLC's LEER Financial 401(k) Plan held $12K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Marcus Bowie signed LEER Financial Wealth Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

LEER Financial Wealth Management LLC's EIN is 26-1165292.

EIN 26-1165292

Plan number 001

Plan year 2024

ACK ID 20250718100926NAL0002527042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEER Financial Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEER Financial Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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.

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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