How big is James BART Leonardi, LLC's plan?

James BART Leonardi, LLC's plan reported $629K in assets and 2 participants for 2025.

Original filing (PDF)20260305141029NAL0009652258001

James BART Leonardi, LLC

Name: James BART Leonardi, LLC — James BART Leonardi, LLC, Form 5500 (2025)
Creator: James BART Leonardi, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James BART Leonardi, LLC 401(k) Plan and Trust

401(k) retirement plan · James BART Leonardi, LLC's James BART Leonardi, LLC 401(k) Plan and Trust held $629K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

James BART Leonardi signed James BART Leonardi, LLC's 2025 Form 5500 as plan administrator.

James BART Leonardi — 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

James BART Leonardi, LLC's EIN is 27-5408587.

EIN 27-5408587

Plan number 001

Plan year 2025

ACK ID 20260305141029NAL0009652258001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James BART Leonardi, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES BART LEONARDI, 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