Original filing (PDF)20250930155119NAL0012493585001

LEAD4WARD, LLC

Name: LEAD4WARD, LLC — LEAD4WARD, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: LEAD4WARD, LLC

Form 5500-SF

FILING_RECEIVED

LEAD4WARD, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEAD4WARD, LLC.

Plan sponsor

Name

LEAD4WARD, LLC

EIN

27-3112203

Address

3400 COIT RD, #261007 · PLANO, TX · 75026

Phone

(512) 201-2999

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

EARLY LEARNING COALITION OF THE BIG BEND REGION, INC.

EARLY LEARNING COALITION OF THE BIG BEND REGION 1 401(K) PLAN

$2.5M · 39 participants

THE GATEWAY ACADEMY, INC.

GATEWAY ACADEMY 401(K) PLAN

$2.5M · 40 participants

BENNETT DAY SCHOOL, INC.

BENNETT DAY SCHOOL, INC. RETIREMENT SAVINGS PLAN

$2.5M

CANAAN CHRISTIAN CHURCH, INC.

CANAAN CHRISTIAN CHURCH, INC. 401(K) PLAN

$2.5M · 6 participants

WOODCREST CHRISTIAN SCHOOL SYSTEM

WOODCREST CHRISTIAN SCHOOL SYSTEM 401(K) PS PLAN