How big is LEAD Capital Partners, LLC's plan?

LEAD Capital Partners, LLC's plan reported $961K in assets and 4 participants for 2024.

Original filing (PDF)20251014101254NAL0005377490001

LEAD Capital Partners, LLC

Name: LEAD Capital Partners, LLC — LEAD Capital Partners, Form 5500 (2024)
Creator: LEAD Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEAD Capital Partners, LLC 401(k) Plan

401(k) retirement plan · LEAD Capital Partners, LLC's LEAD Capital Partners, LLC 401(k) Plan held $961K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$961K

Net assets (EOY)

$961K

People on this filing

John Peake signed LEAD Capital Partners, LLC's 2024 Form 5500 as plan administrator.

John Peake — 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

LEAD Capital Partners, LLC's EIN is 27-4751188.

EIN 27-4751188

Plan number 001

Plan year 2024

ACK ID 20251014101254NAL0005377490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEAD Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEAD Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LEAD CAPITAL PARTNERS, LLC

EIN

all filings

Address

3817 BEDFORD AVENUE #220 · NASHVILLE, TN · 37215

Phone

(478) 972-2863

Industry

Real Estate

Plan administrator