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Original filing (PDF)20241023095234NAL0006150656001
LEADINGAGILE LLC
Form 5500
FILING_RECEIVED
LEADINGAGILE LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 1
Late filing · 0.3 mo
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
88
/ 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
99
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADINGAGILE LLC.
Plan sponsor
Name
LEADINGAGILE LLC
EIN
27-3116104
Address
2180 SATELLITE BLVD STE 400 · DULUTH, GA · 300974927
Phone
(813) 495-3699
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-12-01
Tax period
2023-11-30
Filed
2024-10-23
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSOCIATE GROUP | — | DECATUR, IL | BROKER | $24K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA PPO | — | BLOOMFIELF, CT | ADMIN | $18K | — |
| MERITAIN HEALTH | 16-1264154 | — | ADMIN | $625 | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $416 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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