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LEICHTAG FOUNDATION — LEICHTAG FOUNDATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014164844NAL0004565728001
LEICHTAG FOUNDATION
Form 5500-SF
FILING_RECEIVED
LEICHTAG FOUNDATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
29
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEICHTAG FOUNDATION
.
Find decision makers
Plan sponsor
Name
LEICHTAG FOUNDATION
EIN
33-0466189
Address
441 SAXONY ROAD · ENCINITAS, CA · 92024
Phone
(760) 929-1090
Industry
Other Services (ex. Public Admin)
see 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC.
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$6.1M · 242 participants
LLOYD A. FRY FOUNDATION
LLOYD A. FRY FOUNDATION TAX SHELTERED ANNUITY PLAN
$6.1M · 6 participants
ASSOCIATION FOR COMMUNITY AFFILIATED PLANS
ASSOCIATION FOR COMMUNITY AFFILIATED PLANS 401(K) RETIREMENT PLAN
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GIRL SCOUTS OF WESTERN PENNSYLVANIA
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS WESTERN PENNSYLVANIA
$6.1M · 90 participants
100
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GCU
GCU PENSION PLAN
$6.1M · 81 participants
NEW YORK STATE ASSOCIATION OF
NEW YORK STATE ASSOCIATION OF 401(K) PROFIT SHARING PLAN & TRUST
$6.1M · 29 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
